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Level 1

Has anyone ever connected a credit union account with QB self-employed? I see MANY posts where folks have struggled to do this. I am unable to connect mine.

 
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Moderator

Has anyone ever connected a credit union account with QB self-employed? I see MANY posts where folks have struggled to do this. I am unable to connect mine.

Thank you for posting in the Intuit Community, bandurasbox. It is my pleasure to help you with your banking concern.

 

To ensure we're on the same page, can you please verify the specific name of the bank? Also, have you receive any error message? This is for me to provide the best resolution for you. 

 

In the meantime, to connect bank account in QuickBooks Self-Employed (QBSE), follow below steps:

  1. Login to your bank’s website and confirm that you have the correct login credentials.
  2. Login to your QBSE account through a web browser using this link https://selfemployed.intuit.com/login.
  3. Go to Banks Accounts page by clicking the Gear icon at the top.
  4. In the search box, enter the name or URL of your bank.
  5. Select Continue
  6. Physically type the username and password you use for your bank's website.
  7. Hit Connect securely.

To learn more about the process I've provided above, check this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Reach out to me if you need anything else, I’ll be sure to get back to you. Have a wonderful day!

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Level 1

Has anyone ever connected a credit union account with QB self-employed? I see MANY posts where folks have struggled to do this. I am unable to connect mine.

Thanks for your help, but I found all of this information on the website prior to posting my thread.  I am still unable to connect my credit union to QBSE.  In addition, I am unable to import a CSV file with the older transactions as I receive an error indicating the format is incorrect.  Yes, I followed the protocol to the tee, going step-by-step.  I've reached out to my bank and they have no barriers that would prevent connection.  

 

I'd like to hear from members of the community who have successfully connected their FDIC insured credit union (not credit card or bank) to the QBSE account and have maintained a working connection with such.  Is there anyone?

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QuickBooks Team

Has anyone ever connected a credit union account with QB self-employed? I see MANY posts where folks have struggled to do this. I am unable to connect mine.

I appreciate you getting back to us, @bandurasbox.

 

At this time, the FDIC insured credit union account isn't supported in QuickBooks Self-Employed. You can send a request to our product engineers so they can coordinate with FDIC insured credit union management. This way, they can consider adding it in the future update.

 

Here's how:

 

  1. Click the Gear icon, then select Bank accounts.
  2. Enter FDIC from the search bar.
  3. Select the Still can't find your bank link.
  4. In the Bank name field, enter the full name of the account (FDIC insured credit union).
  5. Paste the bank's URL in the field, then click Request.

I'm adding this article for more details: Problems finding a bank.

 

For now, you can consider importing your transactions manually in your QBSE account. Since you've received an error with incorrect format when uploading a CSV file, I suggest using either a 3 or 4 columns format. This way, you'll be able to import your transactions successfully.

 

The 3-column template has columns for the Date, a Description of the transaction, and the Amount of the transaction. While the 4-column template has a Date column, a Description column, and both a Credit and a Debit column.

 

Once done, import your transactions in QBSE. For the detailed steps and information, feel free to check out this article: Add older transactions to QuickBooks Self-Employed.

 

You might also want to read this article to learn how to categorize transactions: Categorize and edit transactions in QuickBooks Self-Employed.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

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