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.

iOS:
  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.

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
  6. Understanding your income and expenses in QuickBooks Self-Employed
  7. Easy Invoicing in QuickBooks Self Employed
  8. Reports in QuickBooks Self-Employed
  9. Cancelling your subscription
  10. Frequently Asked Questions
  11. When to use Transfer
  12. Adding trips manually in QuickBooks Self-Employed
  13. What happens when you send an invoice?
  14. Vehicle Logbook - Mileage Deduction
  15. Vehicle info settings and adding vehicles to QuickBooks Self-Employed
  16. Automatic mileage tracking in QuickBooks Self-Employed
  17. Adding transactions manually
  18. Splitting a transaction
  19. Hiding or deleting a bank account
  20. Troubleshooting issues in QuickBooks Self-Employed
  21. Vehicle deduction methods in QuickBooks Self-Employed
  22. Why doesn't QuickBooks Self-Employed have all my data from my connected banks?
  23. How do I track income from Amazon, Shopify or eBay?
  24. Receipts and QuickBooks Self-Employed
  25. Why are there duplicate transactions?
  26. How can I change or customise my expense categories?
  27. Tips for protecting your account
  28. Privacy and security in QuickBooks Self-Employed
  29. Do you pay employees or are registered for GST? Switch to QuickBooks Simple Start
  30. How can I upgrade or switch to another QuickBooks product?
  31. Problems finding a bank
  32. Starting over with a clean slate
  33. What to do if you're unable to access your contact e-mail address
  34. Can I share QuickBooks Self-Employed with my Accountant?
  35. Square stopping connections to QuickBooks

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