I am using self-employed QB and need to know how to fix the bank account when adding a manual transaction?

Hello kash5,

This is a good question. QuickBooks Self-Employed's features are designed for simplicity, but I can see how the process of manually entering a transaction doesn't really outline how to go about adding one manually to a specific account. I can help explain this and guide you on how to move forward.

When working with QuickBooks Self-Employed, the program already includes what's considered a "cash" account in the Transactions tab. Whether you choose to add a banking feed or not, selecting Add transaction creates an entry for that account. For instances where you have transactions to enter for specific accounts, the program wants you to use the option to manually import the data from a CSV file.

What you can do then is download the bank file from your bank's website, delete the transactions you don't need to enter, and then upload the file with only the information for the transaction or transactions you want. Then you can be sure they'll load under the account you'd like and you'll be able to see it when you filter for that account on the Transactions window.

I know this adds a bit more work to the process, and you can help us streamline this even further by sharing your feedback. The product development team is regularly considering the suggestions from users so that we can continue to grow the program. Here's how to leave feedback.

1. Select the Assistant feature.
2. Type and enter "feedback" in the chat box.
3. Follow the prompts to share your thoughts.

I hope this has helped clarify how this works. I'll be around if you had further questions about it.