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jill41
Level 1

How do I import my Regions Bank account into Quickbooks Self-Employed?

 
1 Comment 1
Nick_M
QuickBooks Team

How do I import my Regions Bank account into Quickbooks Self-Employed?

Hey there, jill41. 

 

If you need help setting up your bank in QuickBooks Self-Employed, then look no further, because I'm here to help. The steps below take you through the process dependent on if you're using an internet browser or the QBSE app on your mobile device. Follow along with the desired method:

Internet browser:

  1. Click the Settings ⚙ icon and choose Bank accounts
  2. Click the Plus + icon that should say something along the lines of Connect account
  3. In the search box that pops up, you can enter the name of your bank and account type. 
  4. Continue to follow the onscreen steps to connect your account. When connected, QBSE will automatically download recent bank transactions for you. 

QBSE app:

  1. On the Dashboard, click the Accounts button. 
  2. Click the + icon on the Bank account screen. 
  3. Type the name of your bank in the search box
  4. Follow along with the instructions to connecting your account details. 

Now that your bank account is set up, I would suggest checking out this helpful article, it references the steps above as well as what you'll want to do next, such as Excluding and categorizing your transactions that have been imported. 

If there's anything else I can help with, feel free to post here anytime. Thank you for dropping by and I hope you have a nice day. 

 

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