cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Need help with the 25/26 payroll year-end?Ask Us Anything
clairefrancis22
Level 1

Where is chart of accounts in mobile app for sole traders

 
1 REPLY 1
john_T
QuickBooks Team

Where is chart of accounts in mobile app for sole traders

Hi there, claire.
 

QuickBooks Sole Trader is thoughtfully designed to make your bookkeeping as simple and stress-free as possible. Rather than using a traditional Chart of Accounts, it connects directly to your bank feed, allowing you to easily review and find all your transactions in one convenient place.
 

Here’s how:
 

1. In your QuickBooks Sole Trader account, swipe down and tap on 'Bank accounts.'

2. Select the bank account you’d like to review.

3. You’ll see a list of All transactions for that bank.


for your future reference on how to categorise: Categorise bank transactions in QuickBooks Sole Trader.


If you have any questions, just leave a comment below, and I’ll be happy to help.

Need to get in touch?

Contact us