Why connect your accounts? Because it saves you from tons 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 directly to your bank, you can speedily decide which transactions are personal and which are business.

Once connected to a bank, we'll download your data automatically so you always have up-to-date transactions. So, make sure you connect as many banks and financial institutions as you need! The more you connect, the more accurate picture you'll have of your overall finances.

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

Note: We are unable to support banks with certain types of unique security measures, some of which include one time passcodes. In those cases, you may be able to disable the passcode to allow you to connect, or you can export transactions from your bank and then import them.

If you're using QuickBooks Self-Employed on a browser

  1. Select the Gear icon (User-added image).
  2. From the drop-down menu, select Bank Accounts.
  3. In the search box, enter the name or the URL of your bank.
  4. Enter the sign-in info you use at your bank's website and select Connect securely.

It takes a few minutes to download all of your transactions.

If you're using QuickBooks Self-Employed app for mobile

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.

Android:

  1. From the left navigation menu, tap Bank Accounts.
  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.
Need to connect a PayPal account?
You can establish a direct connection to PayPal accounts. Selecting PayPal as your bank will open a browser window, where you can enter your sign-in information for PayPal. Accept the direct connection in the prompt, and you'll be taken back to the mobile app.

Can't find your bank?

If you can't find your bank by searching for its name, try searching for its URL instead. For example, "wellsfargo.com" will return a different set of results than "Wells Fargo Bank."

Get more help

If you have questions, you can always access in-product help or contact us:

Using QuickBooks Self-Employed Mobile app:

  • For iOS: Tap the Cogwheel, then select Help & FAQ.
  • Android: Tap the overflow menu, then select Support.

Using QuickBooks Self-Employed on any browser:
Select Help (question mark icon) or Contact us.