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Level 1

How do I add an additional card to auto track for expenses?

 
1 Comment
QuickBooks Team

How do I add an additional card to auto track for expenses?

Connect your card in QuickBooks Self-Employed using these easy steps, @thompsonmobile5.

 

The steps will vary depending on the device you use, if you're signed in using a web browser, refer to the steps below:

 

  1. Select the profile icon and then choose Bank accounts.
  2. Click the Connect another account button. 
  3. In the search box, enter the name or URL of your bank. Then select Continueadd card.JPG
  4. Enter the sign-in info you use for your bank's website.
  5. When you’re ready, select Connect securely.

 

If you're using iOS or Android, head to Connect bank and credit card accounts to QuickBooks Self-Employed at this link for the detailed steps.


Once added, QuickBooks will now automatically download your recent transactions and categorizes them for you.

 

Also, if you want to track your business miles automatically, you only have to turn on the mileage tracking feature in your mobile app. Let me walk you through the process:

 

  1. Open the QuickBooks Self-Employed mobile app.
  2. Click the Mileage menu.
  3. Select the Auto-tracking switch to turn it ON.
  4. If you haven't already enabled location services on your mobile device. Here are the steps for Apple (iPhone and iPad) and Android devices. 

 

Then, to ensure that your transactions are organized and match the correct line on your Schedule C form, you may visit this link for more info: Categorize transactions in QuickBooks Self-Employed.

 

Don't hesitate to comment below if you have further questions about adding a card in QBSE. Thanks for coming to the Community, wishing you continued success.

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