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brittany-brittan
Level 1

Is there a way to add notes into import transactions columns while bringing in from CSV files?

 
1 Comment 1
LauraAB
QuickBooks Team

Is there a way to add notes into import transactions columns while bringing in from CSV files?

Hi there brittany-brittan,

 

I'm excited to see that you've chosen QuickBooks Self-Employed for managing your books! It's a great option for many self-employed business owners who need to keep track of basic tasks like invoicing and recording expenses, mileage, and taxes. It sounds like you're looking to import your banking transactions into the software and are looking to add more information for the process. I'll help you out with this.

 

With the option to import banking transactions, QuickBooks Self-Employed helps take some of the work out of data entry. I recommend starting with the Add older transactions to QuickBooks Self-Employed article to learn how this process works and the kinds of columns the program is looking for during the mapping process.

 

Having more detail about what kind of notes you're hoping to include with your import would be helpful in determining if it's possible to add in those details. For that, I recommend working with the QuickBooks Self-Employed team outside of Community to discuss what you're looking for and learn what the options are. Here's how you can get in touch with an agent.

  1. Select the Assistant feature.
  2. Type and enter "talk to human."
  3. Follow the prompts to start a chat with an agent.

Best of luck with this! Feel free to come back and share your findings for this situation so that others who may be in similar situations can benefit from the information.

 

Take care. :)

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