Hi there, Allison.
I'd be glad to share the steps on how to connect your business account in QuickBooks Self-Employed. Here's how:
- Go to the Profile ⚙ icon and then select Bank accounts.
- Type in the name or URL of your bank and select Continue.
- Enter the sign-in info you use for your bank's website.
- Click Connect.
Please note that some banks require additional security steps before you can connect your account. This is managed on your bank's website. The steps for this are unique for each bank. Reach out to your bank if you need help connecting your account.
Once connected, QuickBooks will automatically download your transactions. You can now proceed to assigning categories to them. Use these articles as your guide:
You can also read more information and additional guidance here:
The Community is always here if you need anything else.