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Anonymous
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Adding Bank transactions manually

I'm trying to add some transactions manually on my credit card account.  BUT they only show up under CASH.  I can't figure out what I'm doing wrong.  It shouldn't be this difficult.

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Anonymous
Not applicable

Adding Bank transactions manually

Hi there, @Anonymous,

 

I appreciate the time you've given to check this with us today. I can share some insights about adding your bank transactions in QuickBooks Self-Employed.

 

QBSE is a cash-based system and is mainly used for tracking business income and expenses to estimate the taxes. It doesn't have Chart of Accounts, which is why we're unable to assign a specific account for your transactions or add another account.

 

The Cash Account in QBSE is the default account where your manually created or imported transactions are posted.

 

If you'd like to use a different account, you have the option to connect your bank into the program. This way, you always have up-to-date transactions. Let me show you how to do that:

  1. Click the Gear icon then select Bank accounts.
  2. Enter the name of your financial institution or website/URL in the Search field.
  3. Select the right bank from the list of search results.
  4. Key in your bank's username and password and click Connect securely.

You may want to check this article to know more about connecting your accounts with QuickBooks Self-Employed: Connect a bank account

 

That should get you pointed to the right direction, @Anonymous. Please update me if you have any other questions or need further help with QuickBooks. You got me here to help you. Have  great day!

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