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jelizabethtpt
Level 1

I have a QuickBooks Cash account/debit card in QBO with a routing and account number, but no Green Dot login. Can I connect this account to QBSE or not?

 
Solved
Best answer May 10, 2021

Best Answers
AlexV
QuickBooks Team

I have a QuickBooks Cash account/debit card in QBO with a routing and account number, but no Green Dot login. Can I connect this account to QBSE or not?

Hi jelizabethtpt!

 

Thanks for the reply. Let me help you in importing the QuickBooks Cash transactions.

 

That's great that you're able to track them in a spreadsheet. When you manually import them into QuickBooks Self-Employed, we can only add them to the existing accounts.

 

Currently, we're unable to set up a different bank account in QuickBooks Self-Employed just like QuickBooks Online can do.  The default account QuickBooks Self-Employed uses is the Cash account so you can import them from there.

 

The most important thing we need to make sure of is that we categorize the transactions correctly. This is the basis of how these entries affect your Schedule C.

 

For other banking concerns, you may visit this page: QBSE Banking.

 

Need more help? Leave a comment below and we'll respond as soon as we can. Thanks!

View solution in original post

3 Comments 3
LieraMarie_A
QuickBooks Team

I have a QuickBooks Cash account/debit card in QBO with a routing and account number, but no Green Dot login. Can I connect this account to QBSE or not?

Hi there, @jelizabethtpt.

 

You can only sync QuickBooks Cash account in QuickBooks Online. As a workaround, you can bring in bank transactions to QBSE using Excel CSV files. You can use either a 3-column or 4-column format. I've attached a screenshot for your reference.

 

Then, you'll have to make sure you've chosen the correct columns in the mapping stage. Otherwise, QuickBooks will not be able to read the data. To make the mapping stage easier, you can do the following:
 

  1. Delete columns you do not need from your CSV to avoid any confusion. The columns that are required by QuickBooks are:
    • Date - Correct and standardize the date format to a single format (for example, dd/mm/yyyy).
    • Description
    • Amount 
  2. Change the names of the columns in your CSV to match the titles in QuickBooks.

 

Before deleting any rows and columns, please ensure to secure a backup copy. Follow the steps below to start the importing process.

 

  1. Go to the Gear icon.
  2. Select Imports.
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  3. Select Import older transactions for the account you want to add transactions to.
  4. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  5. Select the file and select Open to start the import.
  6. Review the column headers and data. Make sure the DateDescription, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  7. Select Continue to complete the import.
  8. Follow the on-screen instruction.

 

After you download your transactions in QuickBooks, you can begin reviewing them. This organizes your income and expenses. This way, you'll know what areas of your business have the biggest impact.

 

Here are some helpful resources that will ensure your success:

 

Please come back and post about your results after uploading your transactions. I'm determined to ensure your success.

jelizabethtpt
Level 1

I have a QuickBooks Cash account/debit card in QBO with a routing and account number, but no Green Dot login. Can I connect this account to QBSE or not?

Thank you for the prompt reply. I keep track of the transactions manually in a 3-column spreadsheet anyway, so it was easy enough to throw into a CSV.

 

The problem is that it appears that those transactions would have to be added to an existing account.

 

I only see connect to a new account. Is there an option to add a new account to add only imported transactions to?

AlexV
QuickBooks Team

I have a QuickBooks Cash account/debit card in QBO with a routing and account number, but no Green Dot login. Can I connect this account to QBSE or not?

Hi jelizabethtpt!

 

Thanks for the reply. Let me help you in importing the QuickBooks Cash transactions.

 

That's great that you're able to track them in a spreadsheet. When you manually import them into QuickBooks Self-Employed, we can only add them to the existing accounts.

 

Currently, we're unable to set up a different bank account in QuickBooks Self-Employed just like QuickBooks Online can do.  The default account QuickBooks Self-Employed uses is the Cash account so you can import them from there.

 

The most important thing we need to make sure of is that we categorize the transactions correctly. This is the basis of how these entries affect your Schedule C.

 

For other banking concerns, you may visit this page: QBSE Banking.

 

Need more help? Leave a comment below and we'll respond as soon as we can. Thanks!

View solution in original post

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