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  • Handle duplicate transactions in QuickBooks Self-Employed

    From the article: How financial institutions communicate with our systems can impact how we receive your data, which can sometimes lead to duplicate transactions.

  • Connect a bank account

    From the article: 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.

  • Add a new transaction in QuickBooks Self-Employed

    From the article: You  can add a transaction manually that happen outside of your connected accounts.... For web To add a new transaction Go to the Transaction page.

  • Export transactions and trips to .csv

    From the article: In addition to the reports on the Reports page, you can export your transactions and trips in QuickBooks Self-Employed to a .csv

  • Exclude or delete transactions

    From the article: You can exclude or delete any transactions you have if you don't need to see them.... This will stop QuickBooks Self-Employed from including any income or expense transactions from your tax year calculations in the Home or Expense screens.

  • What is new in Categories for 2017?

    From the article: You gave us feedback that you wanted help organizing your expenses more accurately.... We heard you!... We updated existing categories and created new ones.

  • Bank Feeds Direct Connect FAQ

    From the article: What's new about my bank connections?... What’s new about QuickBooks’s connection to my financial institution?

  • Add contractor direct deposit info in QuickBooks Self-Employed

    From the article: QuickBooks Self-Employed lets you securely add your direct deposit info so your clients, using QuickBooks Online, can pay you by direct deposit.

  • Error 103 for QuickBooks Self-Employed

    From the article: Error 103 means the sign-in credentials you entered here are not being accepted by your financial institution's website.

  • Use rules to speed up reviewing and categorizing transactions

    From the article: You can use rules to always mark certain transactions a certain way.... For example, let's say you bought some office supplies from Staples.

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