Skip to main content
April 7, 2021
Question

Is there a way to add transactions automatically for every month in the year so I don’t Have to ever them manually?

  • April 7, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

April 7, 2021

Hello, samanthasells225. 

 

Thank you for reaching out to the Community. If you connect your bank and credit card accounts, QuickBooks Self-Employed automatically downloads your recent transactions. If you don’t see new transactions, the only option is to add them manually.

 

To learn more about these process, please check out these articles:  

 

 

 Additionally, you can also export the transaction from your bank and import it in QuickBooks Self-Employed. For complete details about this process, please refer to this article: Add older transactions to QuickBooks Self-Employed

 

Keep me posted if you have any other questions with this concern. I'll make sure to get back to you as soon as I can. Enjoy your weekdays!