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April 16, 2025
Question

1099 freelancer: download payment history

  • April 16, 2025
  • 1 reply
  • 0 views

Hi I am a freelancer and need to download the payments/ deposits from my client made to me. How can I do this ? 

1 reply

Tori B
April 16, 2025

Good morning, @Nrod.

 

How are you doing today? I hope all is well. 

 

You can connect your bank/credit card account directly to QuickBooks. If you connect your accounts to QuickBooks Self-Employed, your recent transactions download automatically. 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 you can connect the accounts:

 

  1. Click on the profile icon and then choose Bank accounts.
  2. 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.
  3. Enter the sign-in info you use for your bank's website.
  4. When you’re ready, hit Connect securely.

 

That should do the trick. For more information about this process, check out: Connect bank and credit card accounts to QuickBooks Self-Employed

 

Please don't hesitate to let me know if there is anything else I can assist you with. Have a good one!