New to Quickbooks Self Employed - Issues and Questions

I know how to edit your business name and address your concerns with bank transactions in QuickBooks Self-Employed (QBSE), @SallyGDD.

The business name in QBSE depends on the personal information you've entered into the system. In your case, I will be pleased to assist you in changing your company name.

To start, please go to the Gear icon, and follow the steps below:

1. Tap the Intuit account under the Profile column.
2. Navigate to the Profile tab.
3. From there, modify your business details in the Name section.

Concerning your second question, QBSE depends on the file you manually imported to it. Thus, if the file doesn’t contain any description, please consider checking your CSV file to see if the details you are looking for are entered. 

Moreover, take note of the following format used in importing your entries. You can choose to have it in either a 3-column format or a 4-column format. I’ll add the snapshot below for your reference: 

The 3-column format:

The 4-column format:

Once verified, you’ll need to exclude them and re-import them to display details according to your preference. To exclude a transaction, here’s how:

1. Go to the Gear icon ⚙ and select Imports.
2. Click on the imported CSV file and click on the trash icon beside Import Complete. 
3. Select Delete to confirm the deletion. 

After checking the file, re-import them by referring to this article: Manually import transactions into QuickBooks Self-Employed.

Lastly, QBSE is limited to categorising transactions into Business or Personal Types. For your vendor refund transaction, I recommend you consult with your accountant to better choose what type the transaction should be categorised.

Furthermore, I encourage you to keep your transactions organized by categorizing them. 

If you have any further questions or concerns, please feel free to leave a reply in the comments section below. Our dedicated Community team is always available to provide assistance and support whenever you need it.

Thank you for the reply

For the business name - following the steps below it doesn't have the option to add or change a business name, it just has "first" and "last" name.

On the manual import answer, you reference a snap shot you were going to attach but I cannot see anything. You reference 3 or 4 column import options but how do you change this? When I am importing the CSV, it only allows me to pick one column as "description", whereas on my bank CSV downloads there are the fields; date, description, bank reference and amount. It only allows me to import one of description or bank reference.

Also on the import, I'm not sure whether there is an issue at the moment but it only allows me to import one CSV file, then the next one I try to import comes up with the attached error and I have to sign out and back in again, try again and it works. I have monthly statements going back to Nov 2021 which is creating a massive time consuming exercise to load all the transactions into the system (especially as I cannot work out how to add bank reference and having to add into notes manually for every transaction)

We appreciate you getting back here in the thread, @SallyGDD. We'll provide further details to help you change your company file and upload your CSV files into your QuickBooks Self-Employed (QBSE) company.

Before anything else, know we appreciate you performing the steps provided by our colleague and that this isn't the experience we want you to have when using the program. Upon checking here on our end, the option to change a business name inside QBSE is unavailable. However, please know that the business name of your QBSE account depends on the details you've entered in your Personal info tab. That said, to change your account name, you'll want to change it in the Name section as what our colleague provided.

Now, if you wish for your business company name to reflect in every invoice you enter, know that you'll have to enter it manually. Here's how:

1. Go to the Invoices tab.
2. Choose Invoices, and then click Create Invoice.
3. Select the Edit work info link.
4. From there, update the Name field with the desired description.
5. Click Save.

Regarding importing old transactions into the company file, know that you'll have to manually edit it in your CSV file and use the format that QuickBooks accepts. If the issue persists, it gives you an error when you import your files. We recommend contacting our Customer Care Team so they can access your account in a secure environment and conduct further investigation to determine the root cause of the problem. See this page for more details: Contact QuickBooks Self-Employed Support.

In addition, you might want to check these articles to help you manage bank transactions and ensure your data stays accurate inside the program:

• Categorise transactions in QuickBooks Self-Employed.
• Export transactions and get reports in QuickBooks Self-Employed.

Please feel free to visit the Community space if you need further assistance managing company information or bank transactions inside the program. As always, we'll make sure to be around to help you out. Keep safe.