Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
Showing results for 
Search instead for 
Did you mean: 
Level 1

How to make my US bank to sync with this self employed app

1 Comment

How to make my US bank to sync with this self employed app

Hello there, hohmanalex-gmail.


You can connect your bank account using QuickBooks Self-Employed application. Here's how:


  1. Go to the Profile icon if you're using iOs. For Android, go to the menu ☰ icon.
  2. Select Settings and then Bank accounts.
  3. Click the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. Then, click Sign-in.


That will do. Once connected, QuickBooks Self-Employed will automatically download bank transactions. To manage transactions, you can check this article: Create rules to speed up reviews in QuickBooks Self-Employed


Let me know if you have other questions. Take care always.

Need to get in touch?

Contact us