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Hello matyas!
We can link it using the banking feature. Let me show you.
Follow these steps:
You can also connect it using our QuickBooks Self-Employed mobile app. You can check the steps here: Connect bank and credit card accounts to QuickBooks Self-Employed.
Need help to categorize the transactions? Check this link: How to categorize transactions.
Post again here if you need further assistance. I'll be here!
Thanks for the response, but that is for linking an Acorns Investment account.
I am trying to link my Acorns Later ROTH IRA account.
Is it possible to do it?
Good morning, @matyas.
Thanks for reaching back out to the Community. I appreciate the clarification on the account you'd like to link with your QuickBooks Self-Employed account.
If the bank/account isn't listed when searching for the name of the bank in step two of my colleague's post above, then there isn't a way to link them. I'll send feedback to our Product Developers if this is the case. They take the time to review every request and try to add them to the system.
You can always keep up with what's new in the product by using our QuickBooks Blog.
I hope this information helps. I want to ensure that you're able to get back to running your business. Should you need any further assistance, feel free to ask. Have a great day!
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