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ev_uk
Level 1

Import CSV

Hi. I have QuickBooks Self-Employed account (UK). I have connected bank accounts in GBP and USD. I'd like to import old transactions to my USD account from a CSV file, however, the currency appears GBP, not USD in QBSE. How to upload a CSV file in USD?

Solved
Best answer November 22, 2021

Accepted Solutions
Ashleigh1
QuickBooks Team

Import CSV

Hello Ev_uk, thanks for reaching out to us here, so Quickbooks self-employed account does not support multi currency  you can only import GBP bank transactions in it. Only in our Quickbooks small business online accounts can you have multiple currency transactions added (on either essentials or plus). The bank account may have connected but unfortunately the Self Employed subscription does not hold any FX rates or options to set your own FX rate or an account for FX gain or loss . If you do want to run multi currencies then the small business Essentials and Plus packages may be a better fit for you.

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3 REPLIES 3
Fiat Lux - ASIA
Level 15

Import CSV

QBSE doesn't support multi currency. You may have 2 options:

1. Switch to QBO Essentials or Plus to manage multi currency

https://quickbooks.grsm.io/UK

 

2. Open a Wise Business account to manage multi currency bank accounts and convert to your GBP account prior to run the bank feeds into your QBO account.

https://wise.prf.hn/l/64dl92k

 

Ashleigh1
QuickBooks Team

Import CSV

Hello Ev_uk, thanks for reaching out to us here, so Quickbooks self-employed account does not support multi currency  you can only import GBP bank transactions in it. Only in our Quickbooks small business online accounts can you have multiple currency transactions added (on either essentials or plus). The bank account may have connected but unfortunately the Self Employed subscription does not hold any FX rates or options to set your own FX rate or an account for FX gain or loss . If you do want to run multi currencies then the small business Essentials and Plus packages may be a better fit for you.

ev_uk
Level 1

Import CSV

I have a Wise Business account and both GBP and USD accounts (that I have in Wise) are connected to my Quickbooks self-employed account. I can see transactions in GBP (from GBP account) and in USD (from USD account) in my Quickbooks self-employed account. I just can not import CSV with old USD transactions.

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