Connecting a bank account in QuickBooks Self-Employed

Connecting your bank account to QuickBooks Self-Employed will save you hours of manual data entry. Your bank and credit card companies already store information about the money going in and out of your accounts. When you connect an account, you bring those transactions directly into our app automatically, and you can speedily separate personal transactions from work-related ones and put them into the right tax categories. Connecting all of your work-related accounts will give you the best overall picture of your self-employment finances and you won't need to create an entry for all of your transactions one by one. 

The connection is "read-only", and no one (except you) can touch your money.

  1. Tap the cogwheel in the upper left corner (or scroll down to Accounts on the Home page).
  2. Tap "Bank accounts."
  3. Tap the plus sign (+) in the upper right corner.
  4. Search for the bank you wish to add, and enter your sign-in information for that account.

For Android:
  1. Tap "Bank Accounts" in the left navigation menu.
  2. Tap the "plus" sign in the upper left corner.
  3. Search for the bank you wish to add, and enter your sign-in information for that account.

PayPal: You can establish a direct connection to PayPal accounts. Selecting PayPal as your bank will open a browser window, where you'll enter sign-in information for PayPal. Accept the direct connection in the prompt and you'll be taken back to the mobile app.  

To get additional support or ask any other questions, please don't hesitate to contact us!
iOS: Tap the cogwheel and select Help & FAQ.
Android: Tap the overflow menu (3 vertical dots in upper right of screen) and select Support.

Note: When you contact support, the app will ask you if you want to attach an app log to the support email. This can help us identify any issues you're experiencing.


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