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jmmedland
Level 1

I want to upload multiple csv files for past transactions

 
1 Comment 1
LauraAB
QuickBooks Team

I want to upload multiple csv files for past transactions

Hi there jmmedland,

 

QuickBooks Self-Employed is designed for easy bookkeeping and I can absolutely see how uploading more than one CSV file to bring in your past transactions would add to that ease-of-use. I'll go over the options for you.

 

Using the method outlined in the Add older transactions to QuickBooks Self-Employed article, you can see how to upload your files into the program. Right now, the process can only handle one CSV file at a time, which means repeating the steps for however many files you have. In doing this, you'll be able to ensure each of the transactions needed for your books are accounted for in the program.

 

If you're looking to upload multiple CSV files at a time, I recommend leaving feedback for the product development team to let them know you'd like to see this kind of option. To do so, follow these simple steps.

  1. Select the Assistant tool.
  2. Type and enter feedback.
  3. Follow the prompts.

Check out the Contact QuickBooks Self-Employed article if you're not sure where to find the Assistant tool.

 

I hope that helps! Feel free to stop by again.

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