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MJoy_D
MJoy_D
October 10, 2020

Let's add those accounts in your QuickBooks Self-Employed (QBSE) account, @tommysakaoka-gma.

 

Are you referring to the bank or credit card accounts? If so, you can easily do that from the Gear icon. Let me show you how:

  1. Click the Gear icon ⚙ and select Bank accounts. 
  2. Enter the name or login page of your online banking account on the search box. 
  3. Provide your online banking's log-in credentials. 
  4. Click on Connect. 

See this article for your reference: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once done, you can now go to Transactions page to check the downloaded transactions from the bank. Also, you can create rules to speed up reviews in QuickBooks Self-Employed. 

 

If you mean something else or if you need further guidance in adding your bank, let me know in the reply section below. Stay safe!

D
dagnygalt15
January 26, 2022

I also have a question on adding accounts.  I want to do it manually, not by connecting to my online accounts.  It seems this would be an obvious feature but I cannot find anything other than through my banks.  Thanks in advance.

J
jamespaul
January 26, 2022

Hello, dagnygalt15.

 

I'll show you some of the steps to help you bring in your bank data manually into QuickBooks Self-Employed. 

 

In QuickBooks Self-Employed, manually adding a bank account is done through an Excel file. Generally, you'll want to download your transactions from your bank's website, and upload them to your Self-Employed account. 

 

Here's a step-by-step process:

 

  1. Download a CSV file of the bank transactions you want to import.
  2. In your Self-Employed account, go to the gear icon.
  3. Select Import transactions. 
  4. Click the import transactions link. 
  5. Browse for the file and map your fields. 

 

 

Though, you can always enter those transactions manually by going to the Transactions page, clicking the Add transaction button, then entering the details. 

 

You can also upload and attach your receipts to create transactions. The full guide can be found here: Record or attach expense receipts in QuickBooks Self-Employed.

 

If you need more help about the bank import process, I'm sure this article will shed some light on your concerns: Add older transactions to QuickBooks Self-Employed (works for recent transactions as well). 

 

After importing the transactions, you can start categorizing them for your Schedule C form. If you need a guide, feel free to open this article: Categorize transactions in QuickBooks Self-Employed.

 

I've got you covered if you have more questions about the Online Banking feature or any other features in Self-Employed. Just reply here and I'll get back to you as soon as possible. 

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