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I need to create 2 accounts that correspond to accounts with institutions that don't connect with intuit. (so 2 additional separate cash accounts) Can this be done?

 
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QuickBooks Team

I need to create 2 accounts that correspond to accounts with institutions that don't connect with intuit. (so 2 additional separate cash accounts) Can this be done?

Thank you for posting here in the Community, @leas-drive.

 

In QuickBooks Self-employed, you are unable to create an additional account. You can only add a new account if you connect your bank account. As a workaround, you can manually import your bank transactions using a CSV file. I'd suggest contacting your bank to verify if they allow you to export your transactions in CSV file type. Also, make sure to follow the CSV template format. To begin the importing process, follow the steps below:

 

1. Go to the Gear icon.

2. Select Imports.

3. Click Import older transactions in Cash account.

4. Choose Browse to upload the file from your computer. 

5. Follow the on-screen instructions to finish importing your data.

6. Click Import.

 

Once done, you'll need to review and assign them to the correct categories from the Transactions tab. 

 

You can also manually enter a single transaction in the program. Check out this article for more details: Manually add transactions.

 

Please let me know if you need further assistance, I'll be around to help you some more. Have a good day.

 

 

 

 

 

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