Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
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! Go to Solution.
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:
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.
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
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:
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.
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
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here