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T
tzollner02131
January 4, 2022
Question

Does anyone know if there is a way to open an account to manually manage, not connected to a bank account?

  • January 4, 2022
  • 1 reply
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1 reply

MonicaM3
MonicaM3
January 4, 2022

Hello @tzollner02131.

 

Welcome to the Community! Thanks for being a part of the QuickBooks family. I’d be happy to help you with adding transactions manually to your QuickBooks Self-Employed account.

 

On a web browser:

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. Select the Select a category menu. Select the best category to organize your transaction. Learn more about categories.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. When you’re done, select Save.

 

If you’d like to use your mobile device, follow the steps here.  

 

Check out this reference guide for a QuickBooks Self-Employed overview.  It has a lot of great information and How-tos.

 

Let me know if you have any additional questions or if there is anything else I can help you with. I’m just a quick click away.

 

Enjoy your day!

T
tzollner02131Author
January 4, 2022

Thanks! Is there a way to make a whole account that is not connected to a bank account?

Adrian_A
Adrian_A
January 4, 2022

Thanks for getting back to us, tzollner02131.

 

The QuickBooks Self-Employed version is designed for small business. Thus, it doesn't have a chart of accounts where you can manually add a bank account.

 

With that said, you'll have to manually add the transactions to keep track of them.

 

Here's an article to guide you when categorizing your transactions to make sure it matches with the line on your Schedule C: Schedule C and expense categories in QuickBooks Self-Employed.

 

Keep me posted whenever help is needed or if you have follow-up questions about banking. I've got your back!

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