Entering Credit Card Statements Manually

What kind of file format do you have from bank? *.csv, *.qbo, *.pdf? 

Hi there JouleT,

It's vital that all your transactions be entered correctly so that your account balances can be accurate. QuickBooks Self-Employed is a great tool able to help you keep track of the expenses and sales done for your business. I can point you in the right direction for information about importing transactions.

If you'd like to import older transactions for an account that is connected using the banking connection in QuickBooks Self-Employed, you can follow the steps in this article to import the older transactions.

If you have any other questions, feel free to reach out here.

I did that already. There is one credit card account which I cannot access statements beyond a certain date. I have paper statements for this account. 

I may be able to get .pdf, if there is a way to enter them I will look into it. 

Hi JouleT,

In addition to the valuable information provided above, importing transactions can be done in .csv format.  However, you can also manually add transactions.

Should you require additional assistance, please reach out to QuickBooks Self-Employed support.

If any other questions come to mind, please don't hesitate to reach back out.  We're here for you!

@JouleT 

I may be able to get .pdf, if there is a way to enter them I will look into it

You can utilize a converter tool.

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