How do I add an account to my qb self-employed online subscription

Hi there, Lindsey. In QuickBooks Self-Employed, connecting your account will automatically import transactions, allowing you to categorize them for tax purposes.
 

Here’s how you can connect your bank:
 

1. Navigate to the Gear icon.
2. Under the Transactions column, select Connect bank.
3. In the search box, type your bank’s name.
4. Sign in with your bank's website credentials.
5. Choose the accounts to connect, then click Continue.

Refer to this article for detailed guidance on categorizing your transactions.

If you have any further questions or need assistance with QuickBooks, feel free to click the Reply button.

Hi, Lindsey.

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Please let us know if everything is now working as expected or if you’re still experiencing any problems.

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