Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
glitt3randshine-
Level 1

I am unable to link my account

 
1 Comment 1
SarahannC
Moderator

I am unable to link my account

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:

 

  1. Go to the Gear icon.
  2. Select Bank accounts under the Transactions column.
  3. Click the +Connect another account.
  4. Enter your bank's URL in the search box, which you normally use to sign in to your bank.
  5. Enter your user ID and password to log in to your bank.
  6. 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:

 

  1. Log in to your bank's website.
  2. Download your bank transactions as a CSV file.
  3. Follow any on-screen instructions to finish the download.

 

Then, import them to your QBSE account:

 

  1. Go to the Gear icon.
  2. Click on Imports and select the account you want to add the transactions into.
  3. Select Browse and find the file you downloaded from your bank
  4. Select the file and select Open to start the import.
  5. Review or map the column headers.
  6. 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!

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us