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Level 1

I have my bank accounts connected and two credit cards. In the section in settings where it shows connected accounts it shows amounts on each account, but zero on credit

 
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QuickBooks Team

I have my bank accounts connected and two credit cards. In the section in settings where it shows connected accounts it shows amounts on each account, but zero on credit

The Online Banking feature in QuickBooks Self-Employed is a little different from other versions of QuickBooks, mbolmida. 

 

Once an account is connected, it will only show it's current balance. The transactions that belongs or were downloaded from the account are listed under the Transactions menu. Here's how:

 

  1. Go to the Transactions menu in the left-hand corner.
  2. Click the drop-down list for Account and select an account.
  3. Review the list of downloaded transactions so you can start categorizing them.

Please use this article as a guide on how to categorize banking transactions: Categorize and edit transactions in QuickBooks Self-Employed.

 

You can always reply or post another question if you require additional help. The QuickBooks Team is always here to guide you. 

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