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Join nowI can help you with adding your bank account in QuickBooks Self-Employed, @livebythebeachnc.
If you can't find your Navy Federal Business account, it could be that your bank has multiple names on our list, the bank does not connect to all types of accounts, or it's not a participating financial institution.
Try using your bank's URL into the search. For example, search for "hsbc.com." for HSBC.
If your bank doesn’t appear, then your bank isn't supported yet. You can send us a request to support your bank. That still depends on the number of requests and the approval of the bank itself.
Here's how:
In the meantime, you can manually add those bank transactions manually or download the transactions from the bank. Then, upload the file to your account.
To manually add transactions:
Here's more information on how to manually add transactions in QuickBooks Self-Employed. Also, the following article will guide you on how to categorize transactions in QuickBooks Self-Employed.
To import a CSV file to your account:
Download bank transactions:
To upload the file to your QBSE account:
See this article for detailed guidance: Manually import transactions into QuickBooks Self-Employed.
I'm always here if you need further guidance with adding your bank account. I'm always here to assist. Have a great rest of the day!
You misunderstand. Navy Federal is supported, however, their business accounts are a sub account within the personal account, and do not appear when linking. Perhaps there is a way to link an account by account number instead of the standard login procedure? While manually entering data is possible, it is extremely time consuming, and very annoying considering the bank itself is supported, you just cannot find your business account when linking it, as it is not an option to switch internal profiles/accounts through the linking process.
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