Learn how to manually groups of transactions.
If you don't want to connect your bank or credit card accounts to QuickBooks Self-Employed, or you can't connect them, don't worry.
You can add transactions manually from a CSV file. Most banks let you download transactions from their website into a CSV. And if you use spreadsheets to track everything, you can save your work in this format. Here's how to upload CSVs to get your transactions into QuickBooks.
Decide which method is best for you
We recommend you either connect your accounts to online banking or manually upload your transactions with a CSV. Follow one method. Don't use both since this can create duplicate transactions.
Note: If your account is connected to online banking and you need older transactions, follow these steps to manually import older transactions into QuickBooks Self-Employed.
Import your transactions
- Go to the Profile ⚙ icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.