Hi 9130 3536 2047 8936,
Thanks for posting in the Community! At the moment, Chart of Accounts and creating a journal entry for bank opening balance is not available in QuickBooks Self-Employed.
In QuickBooks Self-Employed, you don't need to enter the beginning balance of your bank. You can automatically import the transactions into your account, then the balance will auto-updated. If your online banking is connected to QuickBooks Self-Employed and would like to import older transactions, you can follow these steps.
- Sign in to your bank account and export the transactions in CSV file format.
- Then, go to Gear icon and select Imports.
- Select Import older transactions for the account you want to add transactions to.
- Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
- Select 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.
For more detailed information, you can check on this article: Add older transactions to QuickBooks Self-Employed.
Once done, you can review and categorise what you've imported by going to Transactions tab.
Feel free to drop a comment below if you need further assistance. I'll be around to help.
