Congrats on your first post here in the Community forum, @slee33b.
To connect bank account in QuickBooks Self-Employed, here's what you'll need to do:
- Click the Gear icon at the top.
- Select Bank accounts.
- In the search box, enter the name or URL of your bank.
- Choose Continue. If you've already connected an account before, select Connect another.
- Enter the sign-in info you use for your bank's website.
- Hit Connect securely.
Once bank account is connected, you're now ready to categorize transactions. Here are some articles to keep you going:
If you have any other follow up questions in managing your account, get back to me by commenting below. I'm more than happy to help. Have a great day!