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November 29, 2021
Question

How do I switch between cards on the transaction tab?

  • November 29, 2021
  • 1 reply
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1 reply

November 29, 2021

Hi there, mcneil-colin13-i. 

 

I'm here to ensure you'll be able to switch between your bank accounts in QuickBooks Self-employed (QBSE). 

 

You can simply select the drop-down menu from the transaction page to switch to a different bank. 

 

Here's how:

 

1. Go Transactions menu on the left panel. 

2. Select the bank account from the dropdown under Account to view its transactions. 

 

 

In case you need to review your downloaded bank transactions in QBSE, we can assign or categorize them. This way, we can make sure all of the transactions are correct.

 

Feel free to visit our Banking page for more insights about managing your bank transactions.

 

If you have further questions or concerns about the Banking feature in QuickBooks, let me know in the comment. I'll be right here to help. Have a nice day!