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Buy nowYes, you can connect QuickBooks Money to QuickBooks Solopreneur, jstokes. I'll gladly provide you with the steps.
At this time, not all data entered in QuickBooks Money automatically syncs with QuickBooks Solopreneur. However, invoices, estimates, customer records, and QuickBooks Checking are accessible. Banking transactions aren't available because QuickBooks Money uses an older service than QuickBooks Solopreneur's newer system.
Here's how to connect:
To learn more about Solopreneur and how it's different from similar QuickBooks products, check this link: Introduction to QuickBooks Solopreneur.
Additionally, you can visit this article about Schedule C and how to categorize transactions in QuickBooks: Schedule C and expense categories.
I'm always available in this thread if there's anything else you need further assistance with connecting your money account to Solopreneur.
When I attempt to link my Quickbooks Money account, it doesn’t appear to be an option. I searched “intuit” “quickbooks” “quickbooks money” to no luck. Every other institution seems to populate.
There's another way to link your QuickBooks Money account to QuickBooks Solopreneur, and I'll guide you in the right direction, @jstokes.
Your QuickBooks Money account won't show when searching in the Transactions menu because it only applies to bank accounts. Since it's a standalone product that Intuit offers, which includes QB Payments and QB Checking, you can connect it by going into the Account and Settings or setting it up directly in the invoice.
Here are the steps to follow to set it up:
Moreover, when you attach your bank account to the program, downloading and categorizing your transactions is recommended to maintain an accurate and balanced account.
Now, you can connect your QuickBooks Money account successfully in QuickBooks Solopreneur. If you have other concerns with managing your account, please comment back, and we'll jump in to provide some assistance.
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