Hello there, @Ste Scott!
There are two things you can consider in tracking your online banking transactions. First, you can connect your bank account in the system so you can easily categorise your transactions once they're downloaded from your bank. Let me show you how.
- Go to the Gear icon.
- Under Transactions, select Bank Accounts.
- Enter your bank's name or website.
- Select Continue.
- Click Connect securely.
From here, you can go ahead and categorise your online banking transactions. You can read through this article to learn more: Categorise transactions in QuickBooks Self-Employed.
Second, you can consider manually entering your transaction into the system. I'll show you how.
- Go to Transactions.
- Tap Add transaction.
- Enter a description and amount of your transaction.
- In the Category column, select the appropriate category of your transaction.
- Click Save.
In addition, here's an article you can read to learn more about how you can manually add a transaction: Manually add transactions in QuickBooks Self-Employed.
Lastly, I've got you this helpful article for ideas about how you can manage your account and other related tasks: QuickBooks Self-Employed Overview.
If there's anything else that I can help you with, please let me know in the comment section down below. I'\m always around happy to lend a helping hand.
