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Import from excel to QB Self Employed
Evening
Anyone know if and how I can import transactions from excel into QB Self Employed?
Ta.
Coop
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Thanks for taking the time to post here in the Community, @Coops748.
Yes, I can guide you through importing transactions from Excel into the program.
First, you'll need to save the Excel file into a .CSV (comma-separated values) format. Please see the screenshot below to serve as your guide.
After that, you can import the .CSV file into the system. Here's how:
- Go to the Gear icon at the upper right.
- Under Transactions, select Imports.
- Under Action column, choose Import older transactions on the right side of the account.
- Perform the instructions onscreen to completely import your data.
- Click Import.
For more details, you can check out this helpful article: Import Transactions.
This will get you going, @Coops748. If you have other concerns, please let me know. I'm always here to help.
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