I need to set up square appointments since 1/21 with QBSB. It wants me to sync my checking account and go through every trans. CAN I enter lump sum to date then sync?

Hello lbussing,

Thank you for choosing QuickBooks Self-Employed. I'll be happy to shed light on your queries.

Yes, you can enter a lumpsum amount, but I suggest doing this per category per quarter or depending on how you handle your taxes. Then, when you connect your bank account and download your transactions, you can Exclude the ones that are already part of the lumpsum amounts to avoid doubling your income and/or expenses.

To enter a lumpsum amount:

1. Go to Transactions.
2. Choose Click New Transaction.
3. Enter the details and choose a Category.
4. Click Save.

Connect bank account and exclude transactions.

• Connect bank and credit card accounts to QuickBooks Self-Employed

• Categorize transactions in QuickBooks Self-Employed

• Exclude or delete transactions in QuickBooks Self-Employed

You can also go to Reports and check your Profit and Loss to see the effect as you enter your transactions.

Let me know if you need more help. Take care and have a good one!

Yeah, thank you.  It's a great idea except under "transactions", all I have to choose from is "add transaction" button that gives me of 1.  Import transaction.  2.  Add account.  3.  Manage rules.  4. Export receipts.  

Looking below I see -Type. -Accout. -Last 12 months. -Tags.

Unfortunately none of these appear to be of help.  What could I be doing wrong? 

Thank you.

Welcome to the QuickBooks Community, @lbussing. Let me help you with your query.

It might be that  you haven't connected your online bank yet that's why you can't see the option provided by the previous agent.

If you want to connect a bank to QBSE, I’ll be glad to share the steps with you here's how:

1. Select the profile  icon and then select Bank accounts.
2. In the search box, enter the name or URL of your bank. Then select Continue. If you've already connected an account before, select connect another.
3. Enter the sign-in info you use for your bank's website.
4. When you’re ready, select Connect securely.
    

 You can also connect the bank and credit card accounts to QuickBooks Self-Employed via  iPhone or iPad (iOS) and on a phone or tablet with android. Here's an article that you can read to know more about it.

QuickBooks Self-Employed will now automatically download your recent bank transactions.

Some banks require additional security steps before you can connect your account. This is managed on your bank’s website. The steps for this are unique for each bank. Reach out to your bank if you need help connecting your account.

To categorize your transactions, you can refer to this article that I’ve provided. After connecting your bank account, you need to exclude the transactions included in your lump sum.

Let me know if you have additional questions about this or need anything else in QuickBooks. I'm just a click away to help you.