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1 reply

QuickBooks Team
February 2, 2026

Hi there, claire.
 

QuickBooks Sole Trader is thoughtfully designed to make your bookkeeping as simple and stress-free as possible. Rather than using a traditional Chart of Accounts, it connects directly to your bank feed, allowing you to easily review and find all your transactions in one convenient place.
 

Here’s how:
 

1. In your QuickBooks Sole Trader account, swipe down and tap on 'Bank accounts.'

2. Select the bank account you’d like to review.

3. You’ll see a list of All transactions for that bank.


for your future reference on how to categorise: Categorise bank transactions in QuickBooks Sole Trader.


If you have any questions, just leave a comment below, and I’ll be happy to help.