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I'm trying to set up my business account on QB Self Employed. I'm a member of SCTELCO Federal Credit Union bt cannot find it on the list. What do I do?

 
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QuickBooks Team

I'm trying to set up my business account on QB Self Employed. I'm a member of SCTELCO Federal Credit Union bt cannot find it on the list. What do I do?

Hello, @pofolks41.

 

You can try locating for your bank using it's URL. Also, it's possible that your bank is not yet listed as a supported banks with QuickBooks Self-Employed. Just click on the Request support for your bank button in the Connect your banks and credit cards window.

 

 

In the meantime, you can record your bank transactions by importing it using a CSV file. Here' how:

  1. Go to your bank’s website and sign in.
  2. Select the account with the data you want to export.
  3. Look for a button, link, or other info that describes downloading or exporting data.
  4. Set the date range you want and be sure to specify CSV as the file type.
  5. Follow any remaining instructions to finish exporting your data.

Here's how your file looks like when it's ready:

 

3 columns

User-added image

 

4 columns

User-added image

You can read through this article to learn more about importing transaction: Add older transactions to QuickBooks Self-Employed.

 

Feel free to post anytime if you have other questions. Have a lovely day ahead.

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