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September 10, 2022
Question

How can I manually add a bank account in quickbooks self employed? Thanks

  • September 10, 2022
  • 1 reply
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1 reply

September 10, 2022

Hello, Kyla. 

 

We can manually add a bank account by using one of the options in the Gear menu in Self-Employed. I'm happy to show you how to do it. 

 

Are you trying to manually connect a bank account to download your transactions? If that's the case, we can use the Connect bank option from the Gear menu.

 

Simply open the Gear menu, then select Connect bank. Locate your bank, then proceed with the connection process. 

 

If you're simply trying to manually upload your transactions without connecting a bank account, we can use the Import transactions option.

 

From the Gear menu, select Import transactions. Locate the bank account where you want to upload the transactions to, then click the Import older transactions link. Browse for your CSV file, then proceed with the import process. 

 

For more details about the processes above, feel free to check out one of these articles: 

 

 

If you need to categorize your transactions and take care of your estimated taxes, I'll add these articles in case you need help in the future: 

 

 

Let me know if you have questions about managing your bank transactions within Self-Employed. I'm always here to help.