Transactions

Hello there, humancstand.

You can instead import your transactions through into QuickBooks Self-Employed though CSV file. Here’s how:

1. Click the Gear icon at the upper left part of the screen. 
2. Select Imports then locate the name of the bank. 
3. Click Import older transactions and select Browse.
4. Locate the CSV file in your computer then follow the instructions. 

Moreover, categorizing expenses is unsupported in QuickBooks as mandated by HMRC. 

I’ll also make sure to take note and share your preferred way of downloading transactions to our developers. 

Let me know if you have further questions about QuickBooks. Self-Employed.