Knowledge Base

  1. About 

    1. Do you pay employees or are registered for GST? Switch to QuickBooks Simple Start.
  2. Account management 

    1. How can I upgrade or switch to another QuickBooks product?.
    2. Cancelling your QuickBooks Self-Employed subscription.
    3. Starting over with a clean slate.
  3. Bank accounts 

    1. Hiding or deleting a bank account.
    2. Connecting a bank account in QuickBooks Self-Employed.
    3. Problems finding a bank.
    4. About secure bank connections
  4. FAQs 

    1. Getting Started Frequently Asked Questions
    2. Troubleshooting issues in QuickBooks Self-Employed.
    3. Why doesn't QuickBooks Self-Employed have all my data from my connected banks?.
    4. How do I track income from Amazon, Shopify or eBay?.
    5. Why are there duplicate transactions?.
  5. Invoicing 

    1. Easy Invoicing in QuickBooks Self Employed.
    2. What happens when you send an invoice?.
    3. How do I add my bank details to the invoice?
  6. Mileage 

    1. How does QuickBooks Self-Employed automatic mileage tracking work?.
    2. Adding trips manually in QuickBooks Self-Employed.
    3. Vehicle info settings and adding vehicles to QuickBooks Self-Employed.
    4. Automatic mileage tracking in QuickBooks Self-Employed.
    5. Vehicle deduction methods in QuickBooks Self-Employed.
  7. Mobile 

    1. Connecting a bank account in QuickBooks Self-Employed
    2. Creating and managing bank rules
    3. How does QuickBooks Self-Employed automatic mileage tracking work?
    4. Attaching a receipt to an expense
    5. Reviewing and editing transactions
  8. Reports 

    1. Reports in QuickBooks Self-Employed.
  9. Safety and security 

    1. Tips for protecting your account.
    2. Privacy and security in QuickBooks Self-Employed.
  10. Taxes 

    1. Understanding your income and expenses in QuickBooks Self-Employed.
  11. Transactions 

    1. When to use Transfer.
    2. Creating and managing bank rules.
    3. Adding transactions manually.
    4. Splitting a transaction.
    5. Attaching a receipt to an expense.
  12. All articles 

    1. Connecting a bank account in QuickBooks Self-Employed
    2. Reports in QuickBooks Self-Employed.
    3. How can I upgrade or switch to another QuickBooks product?.
    4. Do you pay employees or are registered for GST? Switch to QuickBooks Simple Start.
    5. Tips for protecting your account.

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