Bank Connection

Thank you for getting in touch with the Community about your concerns related to adding your earnings and connecting your Santander account to QuickBooks Self-Employed (QBSE), stefanbest. I'm here to help everything go smoothly for you.

Yes, you can manually add transactions in QBSE and record them as income. For the specific category, we recommend contacting your accountant for further advice on which one to use. When you're ready, let's navigate to the Transactions screen to track the entries.

Here's how:

1. Log in to your QBSE account.
2. Navigate to the Transactions menu on the left panel and click on Add Transaction.
3. Enter the amount of your earnings and add a description to detail the source of your earnings.
4. Choose the appropriate category for the entry from the dropdown menu.
5. Click Save to keep the transaction.
   
   

When connecting your Santander account to QBS, use the same login credentials you utilize for your online banking. This ensures that QuickBooks can securely access your transaction data from your bank. For detailed instructions, refer to this guide: Connect bank and credit card accounts to QuickBooks Self-Employed.

Explore these resources for tips on managing your income and expenses, along with information on typical expenses you can deduct from your income tax:

• Categorise transactions in QuickBooks Self-Employed
• Allowable and disallowable expenses explained
  
  

I've included a link that features various topics related to the tasks you can accomplish in QBSE, complete with their corresponding articles: Self-help guide.

Don't hesitate to leave a comment below if you have additional questions or concerns about tracking entries or managing your bank feeds. The Community is always ready to provide the assistance you need.