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September 2, 2021
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How do I change the bank account info that has been posted to the wrong account when I entered it manually?

  • September 2, 2021
  • 1 reply
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Best answer by Mark_R

Glad to have you here in the Community, @jcyr1.

 

Allow me to fill you in on everything you need to know about creating transactions manually in QuickBooks Self-Employed (QBSE).

 

Changing the bank account to the manually added transactions in QBSE isn't available. Please know that QBSE will automatically post the transaction to the Cash account (the default account).

 

Since you want to post the transactions to your bank account, you'll need to connect your bank to QBSE. Here's how:

 

  1. Sign in to your QBSE account.
  2. Click the Gear icon, then select Bank Accounts.
  3. Search for your bank and enter the sign-in info you use for your bank's website.
  4. Select Connect securely once you're ready.

 

Once it's successfully connected, you can now import your bank transactions in QBSE. This way, it'll be posted to your bank account.

 

You might also want to learn how to properly categorize your bank transactions in QBSE. This article will guide you through the steps: Categorize transactions.

 

If you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you.

1 reply

Mark_RAnswer
September 2, 2021

Glad to have you here in the Community, @jcyr1.

 

Allow me to fill you in on everything you need to know about creating transactions manually in QuickBooks Self-Employed (QBSE).

 

Changing the bank account to the manually added transactions in QBSE isn't available. Please know that QBSE will automatically post the transaction to the Cash account (the default account).

 

Since you want to post the transactions to your bank account, you'll need to connect your bank to QBSE. Here's how:

 

  1. Sign in to your QBSE account.
  2. Click the Gear icon, then select Bank Accounts.
  3. Search for your bank and enter the sign-in info you use for your bank's website.
  4. Select Connect securely once you're ready.

 

Once it's successfully connected, you can now import your bank transactions in QBSE. This way, it'll be posted to your bank account.

 

You might also want to learn how to properly categorize your bank transactions in QBSE. This article will guide you through the steps: Categorize transactions.

 

If you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you.

jcyr1Author
September 4, 2021

Thanks Mark, very helpfull.