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TimPoole
March 16, 2022
Question

Imported transactions

  • March 16, 2022
  • 1 reply
  • 0 views

I've imported transactions from my bank as CVS files (one for each bank statement) to fill in some missing accounts from last year. All the transactions are now showing but only the money into the account is showing any amounts. All the transactions I have paid out are showing 00.00? When I open the files as an excel sheet on my computer all the figures are there? Any idea what may be causing the figures to go missing during uploading? Thanks

1 reply

Rose-A
Rose-A
Level 10
March 16, 2022

Thanks for checking in with us, TimPoole.

 

I appreciate the screenshot you've provided. To ensure you're importing the transactions with their corresponding amounts, I'd suggest excluding those statements that are showing 00.00 and re-import them.

 

Here's how to exclude them:

 

  1. Click the Transactions menu in the left panel.
  2. Select the transactions with the 00.00 amount.
  3. Choose the Exclude option 🚫.
  4. Hit Apply.

 

Once excluded, make sure to re-check the CSV file before re-importing them. Once imported, I recommend assigning and categorising your transactions. Doing so will help you ensure the accuracy of your financial records.

 

Keep me posted if you have any other questions about QuickBooks Self-Employed. I'm always up to keep helping. Have a nice day!

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