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October 18, 2021
Question

How do i add a new column in bank accounts ?

  • October 18, 2021
  • 1 reply
  • 0 views
upload csv file into what column in bank accounts?

1 reply

Tori B
October 18, 2021

Hi there, @dalcob22.

 

Thanks for reaching out to the Community for support. I hope you're enjoying the day so far. 

 

In QuickBooks Self-Employed, users can import from a CSV file and assign transactions to any bank account that's currently connected in the account. However, if you're meaning that you don't want to connect to one of the already connected accounts you have, the transactions will automatically be added to the Cash account. 

 

That said, I wanted to clarify if you're looking to add another bank or add a column?

 

If you're looking to add another column, there isn't a way to do that just yet. However, we can certainly add new bank accounts to have them listed to choose from. I've included some steps to add bank accounts below. 

 

  1. Select the profile icon and then choose Bank accounts.
  2. In the search box, enter the name or URL of your bank. Then click on Continue. If you've already connected an account before, select Connect another.
  3. Enter the sign-in info you use for your bank's website.
  4. When you’re ready, hit Connect securely.

 

For additional details about this process, check out Connect bank and credit card transactions in QuickBooks Self-Employed.

 

Please let me know if you have further questions or concerns. Take care and have a wonderful day!