I'm here to help add your January and February bank statement to QuickBooks Self-Employed (QBSE).
Once your bank account is tied to QBSE, your recent transactions download automatically. This helps you save time and skip manual data entry. Since the statement you want to add is from the previous months already, we need to prepare an Excel CSV file for them and upload it to QuickBooks.
First export the transactions from your bank.
Sign in to your bank’s website.
Follow your bank’s steps to download your transactions as a CSV file. This is usually a button or link on your account page. Your bank may not have specific instructions for QuickBooks Self-Employed. That's ok. As long as you download your transactions as a CSV, you're good to go.
Set the date range for at least one day before the oldest transaction in the account in QuickBooks.
Follow any on-screen instructions to finish the download.
After that, import the transactions to QuickBooks.
Open your QBSE account, then go to the Gear icon at the upper-right corner of the page.
Click on Imports under Transactions.
Select Import older transactions for the account you want to add transactions to.
Tap Browse and find the file you downloaded from your bank.
Pick the file and select Open to start the import.
Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
Select Continue to complete the import.
Once completed, the transactions will now be available in QuickBooks. You can review them and check for any duplicates.
Here's how to check:
Go to the Transactions tab at the left pane.
From the Account: All drop-down, select the account.
From the Date drop-down menu, select All or from January to February.
Select the Date column header to sort the list by date.
If there are any duplicate transactions, delete them.
Lastly, you need to review and categorize your transactions to put them in your account. For your reference, check out this article.
To learn more about connecting accounts to QBSE as well as manually importing transactions, read the details provided in these links: