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May 2, 2021
Question

"When I create a transaction in QB self employed can I specify which account it should apply to or is 'cash' the only option?

  • May 2, 2021
  • 1 reply
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1 reply

AlcaeusF
May 3, 2021

Hello @karynnolan,

 

Thank you for posting here in the Community. I can share some details about the banking feature in QuickBooks Self-Employed.

 

Currently, the option to select an account when manually creating a transaction is unavailable. The system stores your data directly to the Cash account.

 

There are two workarounds you can use to record them to the right account. You can either upload your banking data or link the account and categorize downloaded transactions.

 

To import data:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Imports.
  3. Choose an account.
  4. Press Import older transactions

 

If you want to link the account, please follow these steps:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Bank accounts.
  3. Click Connect another account

 

When you import or categorize downloaded bank data, your transactions will be stored straight to the respective accounts.

 

Additionally, I recommend visiting the following article to learn how to add transactions in QuickBooks using an iOS or Android device: Manually add transactions in QuickBooks Self-Employed.

 

Feel free to hit that Reply button if you have additional questions about banking. Have a great day ahead.