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userdara-rosove
Level 1

I'm trying to import old transactions and it doesn't work. There are no issues with my CSV file. HELP.

 
4 Comments 4
JamesM4
QuickBooks Team

I'm trying to import old transactions and it doesn't work. There are no issues with my CSV file. HELP.

Hello userdara-rosove,

 

 

QuickBooks Self-Employed is a robust program that allows you to manage your business on the go. It's vital you're able to reap all the great benefits offered by the app. Don't worry, I'm here to help steer you in the right direction. 

 

QB Self-Employed makes it easy to manage your transactions. Based on what you've described, I recommend uploading your transactions using a private/incognito browser window. Here are the steps you'll need to follow: 

  1. Click the Profile ⚙ icon and select Imports.
  2. Click on Import older transactions.
  3. Follow the onscreen steps to upload the CSV file. You can do this by opening the file and double-checking.
  4. From here make sure you're selecting the correct CSV file. 
  5. Select Import.

Let me know if this helps. If you're getting an error, feel free to share more info in the comments below. In case you need more info on this, check out this article here with more info on how to: Add older transactions to QuickBooks Self-Employed.

 

Feel free to ask other questions. I've got your back. 

userdara-rosove
Level 1

I'm trying to import old transactions and it doesn't work. There are no issues with my CSV file. HELP.

Thanks, I re-did it and still no such luck. I tried do it with 4 columns (date, description, debit and credit) and ensured the dates I'm importing don't conflict with any transactions already recorded in my Quickbooks. I also tried uploading a CSV with and without $ signs... nothing is working. 

 

Is there something else???!

Fiat Lux - ASIA
Level 15

I'm trying to import old transactions and it doesn't work. There are no issues with my CSV file. HELP.

@userdara-rosove 

Do you need migrating a bank transaction file? Utilize the trial version of this app to isolate your issue.

https://www.moneythumb.com/?ref=110

 

Rebecca R
QuickBooks Team

I'm trying to import old transactions and it doesn't work. There are no issues with my CSV file. HELP.

Hi there @userdara-rosove and thanks for giving the tips shared by @JamesM4 a try. At this point, if you're still unable to add your older transactions using the steps provided, it'll be worthwhile to Contact QuickBooks Self-Employed Support. We have a team of experts that are specialized in supporting our QuickBooks Self-Employed users and they'll have some helpful troubleshooting steps you can take. I know with their help that you'll get to the bottom of this. Don't forget that you can always Manually add transactions in QuickBooks Self-Employed. Take care and have a great week!

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