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Level 1

Hi there. I'm trying to use my sterling uk money account not a us dollar account. How do I go about this?

 
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Level 13

Hi there. I'm trying to use my sterling uk money account not a us dollar account. How do I go about this?

QBSE UK version

https:// quickbooks.grsm.io/UK-SE

 

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Moderator

Hi there. I'm trying to use my sterling uk money account not a us dollar account. How do I go about this?

I'll provide the two options on how you go about using your Sterling UK money account in QuickBooks Self-Employed (QBSE), @mattowen2110-gma

 

If you're trying to change the banking connection from a US dollar account to Sterling UK money, let's link it from the Bank accounts page. I'll guide you how. 

  1. Go to the profile (⚙) icon at the upper right and select Bank accounts under Transactions.
  2. Click Connect another account
  3. Enter the name (Sterling UK money) or bank URL in the Search box.
  4. Choose the bank emblem. 
  5. Manually enter the sign-in info you use for your bank's website.
  6. When you're ready, click Connect securely.

 

The screenshot below shows you the second to fourth steps. For the detailed instructions, check out this article: Connect Bank And Credit Card Accounts To QBSE

 

Once done, you can now disconnect the US dollar account to delete all its transactions. Just select the Trash icon in that section within the Bank accounts page (see the screenshot below). Please take note that this process is permanent. 

 

After that, you can edit and categorize your Sterling UK money transactions on the correct lines of Schedule C

 

If you're trying to change the subscription payment method from a US dollar account to Sterling UK money, this is currently unavailable in QBSE. The card must have a US-based billing address, so I'd suggest looking for another one with the same country. To help you guide you through the process, see this article: Update Billing Info

 

Lastly, I recommend visiting our resource hub to help you effectively manage your QBSE subscription. 

 

The Community and I will be here to help if you're referring to something else or you have other concerns. Keep safe always, and stay healthy. 

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