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nikrapt-hotmail-
Level 1

Can I add account (Discover) without linking. QB Self Employed. New LLC. Used Discover card before LLC accounts were set up. Can I add acct for preLLC transactions?

I used personal Discover card while waiting for bank to create business accounts. I will never use Discover for business again so do not want to link and pull in all personal transactions. I want to manually add the few transactions but need an account (Discover) to add them to.
6 Comments 6
MadelynC
Moderator

Can I add account (Discover) without linking. QB Self Employed. New LLC. Used Discover card before LLC accounts were set up. Can I add acct for preLLC transactions?

I’m here to help and provide insights about adding an account without linking it with QuickBooks, @nikrapt-hotmail-.


In QuickBooks Self-Employed, adding an account without connecting is not possible. You may consider recording them manually. Just pull up your Discover statement for your reference. This way, all information entered is accurate.


Here’s how:

 

  1. Go to the Transactions menu.
  2. Select Add transaction.
  3. Enter the date, amount, and description.
  4. Click the Select a category menu.
  5. If you have a receipt, you can drag and drop it onto the form.
  6. When you’re done, select Save.
    Capture.PNG


You can visit this reference to learn more about categories: Updates to expense categories in QuickBooks Self-Employed. This ensures all transactions you added are organized.


Don’t hesitate to tap the Reply button below if you have other questions or concerns besides adding an account. I’ll be here to help. Have a great day and always take care!

nikrapt-hotmail-
Level 1

Can I add account (Discover) without linking. QB Self Employed. New LLC. Used Discover card before LLC accounts were set up. Can I add acct for preLLC transactions?

Thank You Madelyn.

As you suggest, I plan to add the transactions manually. My question is which account do I add them to? Am I able to choose? It appears it automatically default to "Cash".

I thought I would be able to manually add an account that I name "Discover" or "Pre-LLC CC".

nikrapt-hotmail-
Level 1

Can I add account (Discover) without linking. QB Self Employed. New LLC. Used Discover card before LLC accounts were set up. Can I add acct for preLLC transactions?

Thank You Madelyn.

As you suggest, I plan to add the transactions manually. My question is which account do I add them to? Am I able to choose? It appears it automatically default to "Cash".

I thought I would be able to manually add an account that I name "Discover" or "Pre-LLC CC".

Mark_R
Moderator

Can I add account (Discover) without linking. QB Self Employed. New LLC. Used Discover card before LLC accounts were set up. Can I add acct for preLLC transactions?

Your confusion ends here, @nikrapt-hotmail-.

 

Allow me to fill you in on everything you need to know about entering transactions manually in QuickBooks Self-Employed (QBSE).

 

When you add a transaction manually without a connected bank account, it'll be categorized under the Cash account by default. However, if you'd like to show you're manually added transactions to your bank account without connecting it, this option isn't available. You'll want to connect your bank account to QBSE to manage your transactions properly. For more guidance, feel free to check out this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Just in case you want to learn how to categorize your transactions correctly, you can read this article for detailed information: Schedule C and expense categories in QuickBooks Self-Employed.

 

Please post a reply below if you have other concerns with your transactions in QuickBooks Self-Employed. I'll be more than happy to assist you again. 

joeinvegas101
Level 1

Can I add account (Discover) without linking. QB Self Employed. New LLC. Used Discover card before LLC accounts were set up. Can I add acct for preLLC transactions?

There has to be a way, I hope this was updated. I have transactions from AppleCard that I need to add, but AppleCard does not connect to quickbooks. There has to be a solution to this. Please let me know if there's been a recent update. I need to be able to create an AppleCard account on quickbooks, and at least manually add the transactions. I need to centralize all my spending for my business. 

ZackE
Moderator

Can I add account (Discover) without linking. QB Self Employed. New LLC. Used Discover card before LLC accounts were set up. Can I add acct for preLLC transactions?

Thanks for joining the Community and getting involved with this thread, joeinvegas101.
 

I can certainly understand how an ability to create bank accounts without connecting them could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while signed in.
 

Here's how:

 

  1. In the left navigation bar, go to Invoices.
  2. Click an invoice's Pencil () icon.
  3. Use your Feedback option.
  4. Enter any feature requests/feedback in the What did you think? text box.
  5. If necessary, you can attach an image file.
  6. Hit Next.
  7. Enter your email address.
  8. Select Done.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
 

As a workaround, you can use the steps mentioned in MadelynC's post or consider upgrading to QuickBooks Online.
 

Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

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