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jstokes-me-com
June 28, 2024
Question

I already have a Quickbooks Money account and I just signed up for QB Solopreneur. Is it possible to connect the two?

  • June 28, 2024
  • 3 replies
  • 1 view
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3 replies

Maybelle_S
June 28, 2024

Yes, you can connect QuickBooks Money to QuickBooks Solopreneur, jstokes. I'll gladly provide you with the steps.

 

At this time, not all data entered in QuickBooks Money automatically syncs with QuickBooks Solopreneur. However, invoices, estimates, customer records, and QuickBooks Checking are accessible. Banking transactions aren't available because QuickBooks Money uses an older service than QuickBooks Solopreneur's newer system.

 

Here's how to connect:

 

  1. Go to the Gear icon. 
  2. Under Profile, select Account and Settings.
  3. Tap the Payments tab and click Activate Payments.
  4. Enter your information in the About your business and About you sections.
  5. In Your deposit account field, choose QuickBooks Checking, or click Add and look for the bank account associated with your QuickBooks Money.
  6. If it's not on the list, Enter account info manually, then provide the required data.
  7. Choose Review and finish.

 

To learn more about Solopreneur and how it's different from similar QuickBooks products, check this link: Introduction to QuickBooks Solopreneur.

 

Additionally, you can visit this article about Schedule C and how to categorize transactions in QuickBooks: Schedule C and expense categories.

 

I'm always available in this thread if there's anything else you need further assistance with connecting your money account to Solopreneur.

jstokes-me-comAuthor
June 28, 2024

When I attempt to link my Quickbooks Money account, it doesn’t appear to be an option. I searched “intuit” “quickbooks” “quickbooks money” to no luck. Every other institution seems to populate. 

JuliaMikkaelaQ
June 28, 2024

There's another way to link your QuickBooks Money account to QuickBooks Solopreneur, and I'll guide you in the right direction, @jstokes.

 

Your QuickBooks Money account won't show when searching in the Transactions menu because it only applies to bank accounts. Since it's a standalone product that Intuit offers, which includes QB Payments and QB Checking, you can connect it by going into the Account and Settings or setting it up directly in the invoice.

 

Here are the steps to follow to set it up:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Click Activate Payments in the Payments tab.
  3. Fill in the necessary information in the About your business and About you sections.
  4. In Your deposit account field, choose QuickBooks Checking to connect your Money account, or click Add and look for the bank account associated with your QB Money.
  5. If it's not on the list, hit Enter account info manually, then provide the required data.
  6. Press Review and finish.

 

Moreover, when you attach your bank account to the program, downloading and categorizing your transactions is recommended to maintain an accurate and balanced account.

 

Now, you can connect your QuickBooks Money account successfully in QuickBooks Solopreneur. If you have other concerns with managing your account, please comment back, and we'll jump in to provide some assistance.

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