Hi there, glitt3randshine-.
When trying to link your bank account to QuickBooks Self-Employed, does it give you an error message? If so, can you tell me more about it? It'll help us resolve this right away.
If you can't find the bank's name, I would suggest copying your bank's URL to link your account in QuickBooks. To guide you further, follow the steps below. Here's how:
- Go to the Gear icon.
- Select Bank accounts under the Transactions column.
- Click the +Connect another account.
- Enter your bank's URL in the search box, which you normally use to sign in to your bank.
- Enter your user ID and password to log in to your bank.
- Then, Connect.
If still, you're unable to link your account, you can download the transactions from your online banking account and upload them to your QuickBooks Self-Employed account. Below are things to follow:
Download transactions from your bank:
- Log in to your bank's website.
- Download your bank transactions as a CSV file.
- Follow any on-screen instructions to finish the download.
Then, import them to your QBSE account:
- Go to the Gear icon.
- Click on Imports and select the account you want to add the transactions into.
- Select Browse and find the file you downloaded from your bank
- Select the file and select Open to start the import.
- Review or map the column headers.
- Select Continue to complete the import.
Also, you can create rules and use rules to categorize transactions in your account: Create rules to speed up reviews in QuickBooks Self-Employed.
I hope you'll be able to make it. Just comment below if there's anything I can do for you. Take care!