Let me share some information on how to add your transactions from PNC bank to QuickBooks Self-Employed, @max-r-gebhardt.
The ability to connect your bank to QuickBooks Self-Employed (QBSE) depends on your bank if they allow third-party apps like QBSE to connect.
In the meantime, you can either manually add your transactions or download transactions from your bank's website and manually upload them to QBSE.
To add transactions manually:
- Go to the Transaction menu and click Add Transaction.
- Provide all the necessary information for this transaction/
- Click Save once you're done.
You can manually download the transactions from the bank. Then, upload the file to your account.
To Download bank transactions:
- Go to your online banking account to get your file.
- Check or follow your bank’s instructions to get a copy of the data and then save on your computer.
- Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
- Please take note of the supported file format and size. It should be a Comma-Separated Values (CSV).
- Download your transactions and save the file to your desktop.
To upload the file to your QuickBooks account:
- Click the Gear icon ⚙ and choose Imports.
- Select Import older transactions for the account you want to add transactions to.
- Tap on Browse and find the file you downloaded from your bank.
- Map your columns correctly. Ensure that the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks.
- Select Continue to complete the import.
Here's more information on how to manually add transactions in QuickBooks Self-Employed and on how to add older transactions to QuickBooks Self-Employed.
From here, you can now categorize your transactions.
Should you need any further information, let me know in the Reply section below. Keep safe and enjoy the rest of the day!