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Level 1

I'm unable to connect QuickBooks Self Employed to my bank account. I go through the connection process and upon being asked to select an account, there is no info.

 
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QuickBooks Team

I'm unable to connect QuickBooks Self Employed to my bank account. I go through the connection process and upon being asked to select an account, there is no info.

Hi there. @colinhowellschae.

 

I'd like to help you connect your bank account to QuickBooks Self-Employed (QBSE). Can you share with me the bank account you're trying to connect to? This way, I'd be able to check if there are any related issues here on my end.

 

Additional information is appreciated. In the meantime, you'll want to import your bank transactions to your QBSE account. Let me guide you how.

  1. Sign in to your bank's website and download your transaction as a CSV file.
  2. Once done, sign in to your QBSE account.
  3. Go the Gear icon.
  4. Click Imports.
  5. Select the account you want to add the transactions into.
  6. Click Browse.
  7. Locate and select the file, then click Open to start import.
  8. Review the column headers data.
  9. Click Continue to complete the import.

For more details, you can check this article: Add older transactions to QuickBooks Self-Employed.

 

Also, know that you can manually add transactions in your QBSE account. Here's an article you can read for the detailed steps: Manually add transactions in QuickBooks Self-Employed.

 

Let me know in the comment section below if you need anything else. The community is around to help you anytime.

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