Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowThank 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:
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!
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?
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:
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.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.