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RenjolynC
July 31, 2021

I hope you're having a great weekend, kmbfarms2020-gma.

 

I've just got the steps to help you connect your bank account in QuickBooks Self-Employed.

 

If you're using the web browser, you can follow these steps:

 

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

On an iPhone or iPad (iOS), here's how:

  1. Tap the profile icon.
  2. Go to Settings and then Bank accounts.
  3. Select the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. When you're ready, tap Sign-in.

For Android phones or tablets:

 

  1. Tap the menu ☰ icon and go to Settings > Bank accounts.
  2. Select the Plus (+) icon.
  3. Search for your bank by name or URL.
  4. Enter the sign-in info you use for your bank's website.
  5. When you're ready, tap Sign-in.

Once connected, QuickBooks Self-Employed will automatically download your recent bank transactions. You can click Transactions on the left navigation menu to see the details. 

 

Then, start categorizing your transactions to organize your income and expenses. 

 

In case  you can't find your bank, you can read this article for the steps: Find your bank or credit card account when you connect to online banking.

 

Should you have additional questions related to banking or other concerns, please let me know in your reply. I'd be happy to help you out again. Have a good weekend!