Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI'll share a solution that you can try, tshay77.
In QuickBooks Self-Employed, when you connect your bank account to online banking, your recent transactions are automatically downloaded. This means that you don't have to manually enter the data.
You can read this article for more details: Connect bank and credit card accounts to QuickBooks Self-Employed.
If your account is already connected and you regularly do business with the same customers or vendors, and the transactions are usually the same, you can set up a bank rule. This automatically categorizes transactions with the same information, and you just need to review the work.
To create a bank rule, here are the steps:
For more information, please check out this article: Create rules to speed up reviews in QuickBooks Self-Employed.
Please let me know if you need more help with QuickBooks Self-Employed. I'll be around to help you out again. Thanks.
Thanks for the step by step tutorial. Works like a charm!
Thanks for the step by step tutorial. Works like a charm!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.