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November 11, 2023
Question

How can I update my bank information ?

  • November 11, 2023
  • 1 reply
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How can I update my bank account information ?

1 reply

November 11, 2023

Good day, eddie. I'm here to make sure you'll be able to update your bank account information successfully. 

 

We can update your bank account information by going to the Profile icon. Here's how:

 

  1. Select the profile icon, followed by Bank accounts.
  2. Enter the name or URL of your bank in the search box. Then click the Continue button. If you've previously connected an account, click Connect another.
  3. Enter the login information for your bank's website.
  4. When you're finished, click Connect securely.

 

You can check this article for more information: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once done, QuickBooks Self-Employed will now automatically download your recent bank transactions. All you have to do is approve the way QuickBooks categorizes them. Check out this article as your guide: Learn how to categorize bank transactions.

 

Stay in touch if you have other questions about updating bank transactions in QuickBooks. I'll be more than happy to assist you again. Keep safe and enjoy the rest of the day.