Hi there, jacquelinehenriq.
There are two ways in bringing in the deposit transactions from the bank to your QuickBooks Self-Employed account.
We can connect your bank to QuickBooks Self-Employed. That way, all transactions will be imported automatically. Please follow these steps:
- Go to the Gear icon and then select Bank accounts.
- In the search box, enter the name or URL of your bank, then select Continue.
- Enter the sign-in info you use for your bank's website.
- Select Connect securely.
Another way is to manually import the transactions. All we need is a CSV file from the bank that we can upload to your account.
- From the Gear icon, select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file, then click Import.
Once done, the next thing we need to do is to categorize them.
Post a question again here if you need anything else. Wishing you all the best!