Do all manually entered transactions ( as opposed to the ones synced from my connected accounts)automatically get listed under the "Cash" account? Thanks, David

Other than CSV, which file format do you can get from your bank?

Unfortunately GoBank doesn’t have any format to download transactions. The only thing I can do it download the monthly statements. They weren’t even able to connect with QuickBooks until last year. 

Let me provide you some information about downloading transactions in QuickBooks Online, dpfrey66.

Each bank formats CSV files differently. Since Gobank doesn't have any format that you can use to download bank transactions, you'll want to double-check if you'll be able to copy the data from your statement to Excel and save it as a CSV file so you'll be able to import them in QuickBooks Self-Employed (QBSE). You can follow the steps below to import transactions:

1. Go to the Profile ⚙ icon and select Imports.
2. Select Import transactions.
3. Follow the onscreen steps to upload the CSV file.
4. Select Import.

In addition, you'll need to categorize each transaction each time you enter them in QBSE.

Reach out to us if there's anything else that you need help with your bank transaction. We'll always make sure to get you covered so let us know if you have additional questions.

OK - are we able to reclassify them to the correct account that they were originally suppose to go into?

I appreciate you for joining the thread, @demonspeemon.

Yes. You can reclassify your entries to the correct accounts in QuickBooks Self-Employed (QBSE). I'm here to guide you through the process.

1. Sign in to your QBSE account.
2. Go to the Transactions menu, then look for your transaction on the list.
3. Modify the category or account, then select Save to record the changes.
4. Repeat the same steps for other entries.

You may also review this article for additional reference: Categorize transactions in QuickBooks Self-Employed.

If you need help with splitting a transaction into multiple categories, use this link as your guide: Split transactions in QuickBooks Self-Employed.

Let me know in the comment section below if you have any other questions while handling your transactions in QBSE. I'm more than happy to help you again. Keep safe!

In QBSE, when a transaction is entered manually, it is automatically set up in the CASH account. How to I then change it to appear as coming from another bank account?

Hi there, @demonspeemon.

I'll share insights about the account used when you manually add transactions in QuickBooks Self-Employed (QBSE).

As of the moment, there isn't an integrated way for the Cash account used as the default account for transactions manually added in QBSE. For now, let's consider entering the name of the bank account used in the Notes area for the manually added transaction.

While the option to change the account of your transaction is not available, I recommend letting our product developers know about your request by sending feedback. I'll show you how.

1. Go to Assistant.
2. Select the I need help button.
3. Enter Change the default Cash account used for manually added transactions in the Text field.
4. Choose Add a feature.
5. Type in the option to include a breakdown of the category under certain expenses.
6. Click Send.

You may also read this article for other ways to track your expenses: Schedule C and Expense Categories in QuickBooks Self-Employed.

If there's anything else that I can help you with aside from working with your bank account and transactions, please let me know by leaving a comment using the Reply option below. Take care always!