Help center
How can we help?
Answers to the most common questions, and a real way to reach us when they're not enough.
Getting started
How does Quarterbird work out my set-aside percentage?+
From your filing status, expected profit, any W-2 wages and withholding, and your state rate, using 2026 federal brackets, self-employment tax and the QBI deduction. Update these any time in Settings → Edit income.
Do I need to link my bank?+
No. Import CSV exports from the apps you're paid through instead. Bank linking, if we add it, will always be optional.
Importing transactions
Venmo+
In the Venmo app: Me → Settings → Statements (or venmo.com → Statements). Download a CSV and choose it in Quarterbird → Import.
Cash App+
Sign in at cash.app → Activity → Statements → Export CSV.
PayPal+
paypal.com → Activity → Statements → Activity download → CSV.
Stripe and Square+
Stripe: Dashboard → Payments → Export. Square: Dashboard → Transactions → Export → Transactions CSV.
QuickBooks Self-Employed+
Transactions → Export → CSV. Your Business/Personal tags and categories come with you.
A PDF bank statement+
Open the PDF, select the transaction rows, copy, and paste them into Import → Bank statement.
Quarterly payments
When are 2026 estimated taxes due?+
April 15, June 15 and September 15, 2026, and January 15, 2027. See our deadline guide for what each covers.
How do I pay?+
Tap Pay with IRS Direct Pay on the Home tab. Choose Estimated Tax and Form 1040-ES. There's no fee and no account needed.
Billing
When will I be charged?+
Only after your 14-day free trial, and only if you keep your subscription. We remind you 2 days before.
How do I cancel?+
In Quarterbird: Settings → Cancel subscription. It opens Apple's subscription page directly. You can also cancel in your iPhone's Settings → your name → Subscriptions.
Can I get a refund?+
Refunds for App Store purchases are handled by Apple at reportaproblem.apple.com. If something went wrong on our side, email us and we'll help.
Still stuck? Write to us.
Email support@quarterbird.com and tell us what you were trying to do. Please don't send full bank statements or your Social Security number.