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May 17, 2021
Question

I do want to move transactions for 2020 but i cannot do it

  • May 17, 2021
  • 1 reply
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1 reply

May 18, 2021

Welcome to the Community, @jdgustin-gmail-c.

 

Glad to hear from you with your concern about moving transactions. I'm happy to share with you the steps on how to connect your bank account to your QuickBooks Self-Employed account and it will automatically download the transactions. This lets you skip manual data entry. QuickBooks also categorizes them for you. All you have to do is approve the work.

 

Here's how:

 

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

If you create the transactions manually, you can just edit them or you can also delete then recreate them.

 

Here is also a guide to connect bank and credit card accounts to QuickBooks Self-Employed using iPhone or a tablet.

 

I'll be here if you have other questions about moving transactions. Let me know in the comment section.
Take care.