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September 27, 2024
Question

I recently got a new debit card for my business. How can I add it to my self employed intuit account? Do I have to add it as the "bank" or?

  • September 27, 2024
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1 reply

September 27, 2024

Yes, @lydiajk, you can use your debit card as a bank if you want to sync your bank institution in QuickBooks Self-Employed (QBSE). I'd be pleased to walk you through the process.

 

QuickBooks lets you connect to different financial institutions and download your recent transactions automatically.

 

Here's how:

 

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

 

I've included a screenshot below as a reference.
 

 

Check out this article for more information about connecting banks in QBSE: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once your bank is connected, your transactions download automatically. You can then categorize your transactions. You can check this article for the procedure: Categorize transactions in QuickBooks Self-Employed.

 

The Community is always available if you need further assistance adding bank accounts or learning more about QuickBooks. I'll be happy to help.