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audibodibusy-gma
Level 1

Can you upload bank statements if your specific bank is not able to connect?

 
2 Comments 2
MariaSoledadG
QuickBooks Team

Can you upload bank statements if your specific bank is not able to connect?

Let me guide you on how you can manually import transactions in QuickBooks Self-Employed, audibodibusy-.

 

If you're unable to connect to your bank, you can add transactions manually from a CSV file. To do this, follow the steps below: 

  1. Go to the Profile ⚙ icon and select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

 

Please read this article for more information: Manually Import Transactions Into QuickBooks Self-Employed. Additionally, you can also add a new transaction using a web browser, mobile phone, or tablet in QuickBooks Self-Employed. I've added this article for your guide: Manually Add Transactions In QuickBooks Self-Employed.

 

To know how QuickBooks is designed to help your record your self-employed income, expenses, track mileage, and prepare your Schedule C, here's an overview on what you can do: QuickBooks Self-Employed Overview.

 

Reach out to us if you have further questions in uploading bank transactions. We're here to help you always. 

Fiat Lux - ASIA
Level 15

Can you upload bank statements if your specific bank is not able to connect?

@audibodibusy-gma 

Explore SlickConnect as another option. It is designed to import into any bank or credit card in QBO/QBSE, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110

 

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