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tony-harper1-icl
February 26, 2023
Question

Trying to connect my bank card to my intuit account

  • February 26, 2023
  • 1 reply
  • 0 views
Once financial is the Institute I use, but when I login they text me a pass code to my phone to login. I do not have a password is there someway I can just put my routing and account number in

1 reply

G
GlinetteC
February 27, 2023

Hello there, tony-harper1-icl. Let me share some insight when connecting a bank account to QuickBooks Self-Employed.

 

In order to connect a bank or credit card account, the system will ask you for a username and password. 

 

Are you using a keypad for security instead of a password? If so, I recommend contacting your bank to help with your login credentials.

 

Once you're in, add the account to QBSE by following these steps:

 

  1. Go to the Gear ⚙ icon and select Bank accounts.
  2. Enter the name or URL of your bank in the search box.
  3. Click Continue. 
  4. Type in the sign-in info you use for your bank's website.
  5. Click Connect securely.

 

After adding it, you can assign categories to the downloaded transactions. For more information, kindly read this article: Categorize transactions in QuickBooks Self-Employed. 

 

If you still have issues or queries regarding your account, please let me know. I'll be around to lend a hand.

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