There are possible reasons why you are unable to upload your banking transactions through CSV files in QuickBooks Self-Employed (QBSE), Ron W1. I'd be glad to help you with this.
Before we proceed, may I know if you encountered an error message when uploading your transaction into QBSE? Additional information will help us resolve your concern more efficiently.
To successfully import your banking transactions using a CSV file, make sure to include all important information, such as the Date, Description, and Amount. Check out this article for the detailed steps: Prepare your CSV file for bank upload to QuickBooks.
Additionally, here's an article you can check out that offers a detailed guide on how to import bank transactions into QBSE: Manually import transactions into QuickBooks Self-Employed.
Lastly, I'll provide you with a resource that can assist you in managing your transactions in QBSE more effectively in the future: Categorize transactions in QuickBooks Self-Employed.
Should you still face any challenges in uploading your bank transactions? Please do not hesitate to visit our Community for more assistance. We are here to support you every step of the way.
