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December 17, 2021
Question

How do I get a PIN?

  • December 17, 2021
  • 1 reply
  • 0 views
Need to upload company file, and no one at intuit will answer or they don't know!

1 reply

AlexV
December 19, 2021

Good day, itsmelb-msn-com!

 

I'd like to make sure that you're able to import your file.

 

QuickBooks Self-Employed allows you to manually import bank transactions. This feature don't need a PIN. All you need is a CSV file that you can upload.

 

You can also connect your bank and credit card accounts to QuickBooks Self-Employed. Depend on the bank's security setting, you may required to enter a code or one time password (OTP). This is a bank feature and you simply need to follow the on-screen steps on how to get the code.

 

If you're unable to receive the code or OTP, you'll want to contact your bank so they can check the reason why.

 

I added some links you can check on what to do with the downloaded bank transactions: 

 

I'll be glad to help if you have other concerns in managing your data with QuickBooks Self-Employed. Take care always!