Why doesn't Self Employed let you record a transaction on date check was written and not on date bank recognized the transaction?


Hey there, james.hoard.

I'm here to point you in the right direction how QuickBooks Self-Employed (QBSE) handles the bank connection. 

The information we receive is dependent upon what your Financial Institution shares with us when you connect your account to QBSE. However, you can exclude transactions and enter them manually to record the desired date.

Let me show you how:

  1. Go to Transactions.
  2. Locate the transaction you want to exclude.
  3. Click the checkbox beside the Date column to select. 
  4. Click on the Exclude button.

Then, you can manually enter the transaction by following these steps:

  1. On the Transactions page, click on the Add transaction button.
  2. Set the date, enter the description, amount, and category. 
  3. Once you're done, click on Save.

I've added some screenshots to help you with the process. 

To learn more about excluding and entering transactions in QBSE, you can check out these helpful articles: 

There you have it. You should be able to record transactions by the desired date in QBSE. 

Please let me know if you have further questions about the product and I'll be here to keep helping. Have a wonderful day. 

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IntuitJane , Community Support Specialist
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