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