How do I manual add a bank account? Wealthsimple will not connect automatically.

Hi, Trevor. QuickBooks Self-Employed (QBSE) does not require you to set up a bank connection for manual imports. Let's start by clearing your browser cache to ensure smooth transaction imports.

Since you're having trouble uploading manually, it may be due to a build-up of cache. To resolve this, please clear your browser’s cache or try switching to a different supported browser, as your current one may have temporary compatibility issues with QuickBooks.

After this, you can manually add the bank account and import your transactions using a CSV file. Here’s how you can set it up:

1. Sign in to your QBSE account.
2. Select Banking from the left menu.
3. Click on the Add Account button.
4. Search for your bank. Since it doesn’t appear, scroll down and select Manually Import Transactions.
5. Choose Upload File to import your CSV file with transactions.

When preparing your CSV file, ensure it includes columns for Date, Description, and Amount, using a standard date format (YYYY-MM-DD or MM/DD/YYYY). Record expenses as negative amounts and deposits as positive amounts for proper categorization during the import process.

We'll be active in the thread if you have further queries. Please don't hesitate to click the reply button.