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k3nt
Level 1

Can I start a new Self Employed account with importing 2017 and 2018

Hello,

 

I am a Mint user and have been since it started. I am way behind on my accounting and would like to use Self Employed on-line. Can I begin with importing for the years 2017 and 2018?

 

Thank you

Kent

Solved
Best answer April 04, 2020

Best Answers
AndréB
Level 7

Can I start a new Self Employed account with importing 2017 and 2018

Hey k3nt,

 

Thank you for being part of Intuit for so long, and welcome to the QuickBooks family! As Mint and QuickBooks Self-Employed are built on completely separate platforms, the easiest way to import all your transactions is with a CSV file. This'll ensure your transactions are added with the correct sales tax, and they'll be represented appropriately on your reports. You should be able to obtain this file from your bank, then it's just a few simple steps to bring into QuickBooks:

  1. Open QuickBooks Self-Employed in a web browser.
  2. Select Settings ⚙.
  3. Select Imports.
  4. Select the account you want to add the transactions into.
  5. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  6. Select the file and select Open to start the import.
  7. 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.
  8. Select Continue to complete the import.

Here's a great article with plenty of useful info: Add older transactions to QuickBooks Self-Employed

 

Hope this helps! Feel free to reach out if you have any other questions.

View solution in original post

Fiat Lux - ASIA
Level 15

Can I start a new Self Employed account with importing 2017 and 2018

@k3nt 

As addtional notes, if you have to open a new QBSE account, make sure to click the Buy button to get the discounted price for up to 3 months. If you purchase from the trial account, you have to pay the regular price.

https://quickbooks.grsm.io/Canada

https://quickbooks.grsm.io/Canada-fr

 

View solution in original post

2 Comments 2
AndréB
Level 7

Can I start a new Self Employed account with importing 2017 and 2018

Hey k3nt,

 

Thank you for being part of Intuit for so long, and welcome to the QuickBooks family! As Mint and QuickBooks Self-Employed are built on completely separate platforms, the easiest way to import all your transactions is with a CSV file. This'll ensure your transactions are added with the correct sales tax, and they'll be represented appropriately on your reports. You should be able to obtain this file from your bank, then it's just a few simple steps to bring into QuickBooks:

  1. Open QuickBooks Self-Employed in a web browser.
  2. Select Settings ⚙.
  3. Select Imports.
  4. Select the account you want to add the transactions into.
  5. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  6. Select the file and select Open to start the import.
  7. 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.
  8. Select Continue to complete the import.

Here's a great article with plenty of useful info: Add older transactions to QuickBooks Self-Employed

 

Hope this helps! Feel free to reach out if you have any other questions.

Fiat Lux - ASIA
Level 15

Can I start a new Self Employed account with importing 2017 and 2018

@k3nt 

As addtional notes, if you have to open a new QBSE account, make sure to click the Buy button to get the discounted price for up to 3 months. If you purchase from the trial account, you have to pay the regular price.

https://quickbooks.grsm.io/Canada

https://quickbooks.grsm.io/Canada-fr

 

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