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May 6, 2020
Question

I already have a self employed account but i need a separate business account can any one help?

  • May 6, 2020
  • 1 reply
  • 0 views
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1 reply

Rose-A
Level 10
May 6, 2020

Welcome to the Community, uflorencefox.

 

I'd be glad to help you add a separate business account in QuickBooks Self-Employed.

 

If you're trying to add a new business bank account, you can follow the steps below complete the process.

 

  1. Go to the Settings ⚙ icon, and then select Bank accounts.
  2. In the search box, enter the name or URL of your bank. Then select Continue. If you've already connected an account before, select Connect another.
  3. Enter the sign-in info you use for your bank's website.
  4. When you’re ready, select Connect securely.

You can go through this article for your reference in adding an account: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once done, you can visit these articles to help you manage your transactions. You can create a bank rules to automatically categorise them:

 

Create rules to speed up reviews in QuickBooks Self-Employed

Categorise and edit transactions in QuickBooks Self-Employed

 

If you're referring to something else, please let me know. I'd be glad to help you out.