Hello there, @Syb11922. I'm here to help you download your bank account in QuickBooks Self-Employed (QBSE).
If you're referring to the bank account transactions in your account, you simply need to select the Download icon to export them. Here's how:
- Run your QBSE account via a web browser.
- Then, go to the Transactions menu.
- From the Type field, select Spending.
- Then, choose the correct bank account and the date.
- When ready, select the Download icon.
If you want to download a report, you can simply follow these steps:
- In your QBSE account, select the Reports menu.
- Then, find the report you want and choose the correct date range.
- After that, select the Download option (if you're unable to see it, just click the dropdown arrow beside View).
For reference, please check this article: Export transactions and get reports in QuickBooks Self-Employed.
I've also added this helpful resource that you can use as a guide in categorizing your account to ensure they are aligned to the correct line of your Schedule C: Schedule C and expense categories in QuickBooks Self-Employed.
I'm always here ready to lend a hand if you have any other concerns about downloading your bank account in QBSE. Have a good one and stay safe.