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mak195871
Level 1

Can I make a manual bank account in quickbooks self employed?

 
2 Comments 2
Tori B
QuickBooks Team

Can I make a manual bank account in quickbooks self employed?

Good Morning, @mak195871.

 

Welcome to Community. Happy to have you here.

 

At this time, QuickBooks Self-Employed doesn't offer to manually add bank accounts that aren't connected to a financial institution. However, you can manually add transactions, or you can import the transactions from other sources, such as a .csv file.

 

Here are the steps to importing transactions using a .csv file:

 

First, you'll need to export from your bank:

 

  1. Sign in to your bank's website.
  2. Follow your bank's instructions to download your transactions as a .csv file.
  3. Set the date range for at least one day before the oldest transactions in QuickBooks.
  4. Follow any instructions on the screen to finish the download.

Next, you'll import the transactions into QuickBooks:

 

  1. Open QuickBooks in a web browser.
  2. Click Settings, then select Imports.
  3. Choose the account you want to add the transactions. If your bank isn't connected, click import transactions
  4. Find you downloaded .csv file from your bank and choose Import.

For more details about importing transactions and connecting bank accounts, check out:

 

If you have further questions, feel free to reach back out anytime. I'll always be around to lend a helping hand. Have a great weekend!

LL14
Level 1

Can I make a manual bank account in quickbooks self employed?

This is really silly that we can manually add an account. Really silly.

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