SALE EXTENDED 70% OFF QuickBooks for 3 months*   Ends 12/8

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
Maybelle_S
QuickBooks Team

Reply to message

Yes, you can connect QuickBooks Money to QuickBooks Solopreneur, jstokes. I'll gladly provide you with the steps.

 

At this time, not all data entered in QuickBooks Money automatically syncs with QuickBooks Solopreneur. However, invoices, estimates, customer records, and QuickBooks Checking are accessible. Banking transactions aren't available because QuickBooks Money uses an older service than QuickBooks Solopreneur's newer system.

 

Here's how to connect:

 

  1. Go to the Gear icon. 
  2. Under Profile, select Account and Settings.
  3. Tap the Payments tab and click Activate Payments.
  4. Enter your information in the About your business and About you sections.
  5. In Your deposit account field, choose QuickBooks Checking, or click Add and look for the bank account associated with your QuickBooks Money.
  6. If it's not on the list, Enter account info manually, then provide the required data.
  7. Choose Review and finish.

 

To learn more about Solopreneur and how it's different from similar QuickBooks products, check this link: Introduction to QuickBooks Solopreneur.

 

Additionally, you can visit this article about Schedule C and how to categorize transactions in QuickBooks: Schedule C and expense categories.

 

I'm always available in this thread if there's anything else you need further assistance with connecting your money account to Solopreneur.

Need to get in touch?

Contact us