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slee33b
Level 1

I need to add a credit card to my account. How do I do that?

 
1 Comment 1
MirriamM
Moderator

I need to add a credit card to my account. How do I do that?

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:

  1. Click the Gear icon at the top. 
  2. Select Bank accounts
  3. In the search box, enter the name or URL of your bank.
  4. Choose Continue. If you've already connected an account before, select Connect another.
  5. Enter the sign-in info you use for your bank's website.
  6. 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!

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