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June 15, 2022
Question

Can arrange a human help us to do set up?Thanks

  • June 15, 2022
  • 1 reply
  • 1 view
Can arrange a human to help us to do the set up?

1 reply

QuickBooks Team
June 15, 2022

Yes, you can contact our support agent to help with your concern, enquiry-jobersg-.

 

We can chat our support agent or arrange a call back to help you set up with your account. Let me show you how:

  1. Click Assistant in the upper-right hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Enter the same keyword (Talk to a human) when prompted.
  4. Click I still need a human.
  5. Select between Message an agent and Get a callback.

 

Just in case you'll need to set up or connect a bank account in QuickBooks Self-Employed (QBSE), follow the steps below: 

  1. Go to the Gear icon.
  2. Click Bank accounts.
  3. 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.
  4. 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.

 

Here's an article you can refer to for more details about connecting bank and credit card accounts to QuickBooks Self-Employed. If you can’t find your bank, try searching the URL you used to sign in to your bank. if the same thing happens, your bank may not be supported in QuickBooks Self-Employed. As a workaround, you can import your transactions manually. Here's how:

  1. Click the Gear icon on the left panel.
  2. Choose Imports.
  3. Select Import older transactions on the right for the account you want the transactions to belong to.
  4. Follow the instructions onscreen to finish importing your data.
  5. Tap Import.

 

I'm adding this article for more information about how QBSE tracks your business income and tax obligations: QuickBooks Self-Employed Overview.

 

Do you need more help completing other tasks in QuickBooks? Please let me know and I'll assist you with some guides and other pointers. Have a great day.