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How can quickbooks import unemployment deposits from my bank account ?

 
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QuickBooks Team

How can quickbooks import unemployment deposits from my bank account ?

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:

  1. Go to the Gear icon and then select Bank accounts.
  2. In the search box, enter the name or URL of your bank, then select Continue
  3. Enter the sign-in info you use for your bank's website.
  4. 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.

  1. From the Gear icon, select Imports.
  2. Select Import transactions.
  3. 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!

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