cancel
Showing results for 
Search instead for 
Did you mean: 
nikrapt-hotmail-
Level 1

Can I add bank acct without linking? QB Self Employed I linked business acct for new transactions-no issue. Can I add old transactions from personal card without linking?

I used a personal AMEX card for a month before my business accounts were active. I want to manually add those old transactions w/o linking to AMEX.
1 Comment 1
LollyNino_C
QuickBooks Team

Can I add bank acct without linking? QB Self Employed I linked business acct for new transactions-no issue. Can I add old transactions from personal card without linking?

I'm glad you reached out to us, @nikrapt-hotmail-

 

It's my pleasure to lend a hand with adding banking transactions from your bank to QuickBooks Self-Employed (QBSE). 

 

If you don't want to connect your account to online banking in QuickBooks Self-Employed, just import bank transactions using a spreadsheet. The process is simple and easy. Follow the steps below:

  1. Click the Gear ⚙ icon.
  2. For accounts that are not yet connected for online banking, tap the import old transactions link at the bottom.
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Press Continue then Done to complete the Import. 

 

I'm adding a few related articles below to guide you further with the process:

 

Come back to our forum for other questions or clarifications with banking or the import process. I'm always here to help. Have a nice day!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us