Hi there,
Congratulations for signing up for QuickBooks Self-Employed. We're happy to have you join the family! It's vital you're able import your bank transactions so you can manage them with ease. Rest assured, I'll be happy to happy to show you how to include all your 2019 - 2020 transactions.
QuickBooks Self-Employed offers maximum flexibility when it comes to managing your business on the go. The good thing about the program is you can import transactions and I'd be happy to show you how to do that. If you've connected your bank already, it's vital to know that the program automatically imports 30 - 90 days of transactions. You can easily import missing transactions using the steps below:
Step 1: Get the date range
Follow these steps on a laptop or desktop, not a mobile device or tablet.
Before you get transactions from your bank, check which ones are already in QuickBooks so you don’t add duplicates.
- In QuickBooks Self-Employed, go to Transactions.
- From the Account: All drop-down menu, select the account you plan to upload transactions into.
- From the Date drop-down menu, select All.
- Select the Date column header to sort the list by date.
- Take note of the oldest transaction date in the account.
Step 2: 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.
Important: 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.
Note: You can add transactions as far back as January 1, 2014.
Step 3: Import the transactions
When you're ready to import, open QuickBooks Self-Employed on a laptop or computer instead of the mobile app.
- Open QuickBooks Self-Employed in a web browser.
- Select Settings ⚙.
- 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.
When it's is finished, your older transactions will be in QuickBooks.
Step 4: Review what you imported
Check for any duplicate transactions. There shouldn't be any, but it's still good to double-check:
- In QuickBooks Self-Employed, go to Transactions.
- From the Account: All drop-down, select the account.
- From the Date drop-down menu, select All.
- Select the Date column header to sort the list by date.
- Look a few days before and after the original oldest transaction you noted in Step 1. If there are any duplicate transactions, delete the duplicates.
When you're done, you can review your transactions and run powerful reports. If you have other questions, don't hesitate to leave a comment below. I got your back. :)
