Let me help you link your bank to QuickBooks Self-Employed, @redwood.
You can simply follow these steps below:
- Go to the Gear ⚙ icon, and then select Bank accounts.
- In the search box, enter the name of your bank and select Continue.
- If you've already connected an account before, click Connect another.
- Enter the sign-in info you use for your bank's website.
- Click Connect securely.
QBSE will now automatically download your recent bank transactions. If you can't find the bank by name or URL, then you can manually import your transactions in the system.
You can also categorize your transactions by creating rules in QBSE to easily track your business's income/expenses.
Please comment below if you need anything else. I'll get back to you in a moment.