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Chadspark90
Level 1

Is Yorkshire bank on the bank connection yet

 
1 REPLY 1
MirriamM
Moderator

Is Yorkshire bank on the bank connection yet

Welcome to the Community forum, @Chadspark90.

 

You can connect Yorkshire bank into QuickBooks Self-Employed (QBSE). Here's how:

  1. Click the Gear icon at the top. 
  2. Choose Bank accounts.
  3. In the search box, enter the name or URL of your bank.
  4. Enter the sign-in info you use for your bank's website.
  5. Hit Connect securely.

You can take a look at this article for more information about the process: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once your transactions download, you're now ready to categorise.

 

Let me know in the comment section if there's anything I can help you with. I'd be here for you. Have a great day!

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