Welcome to the Community, mig3333.
I'll ensure to provide information on how you can successfully download your transactions in QuickBooks Self-Employed (QBSE).
CSV files are formatted differently by each bank. This implies you might be unable to import CSVs from certain banks because the files aren't in the right format for QuickBooks. Not all banks create their CSV files the same way, so you may need to make extra changes, especially the date format, headers, and the number of columns that show the amount to get your transactions in QuickBooks.
To successfully bring the transactions into your company, review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order. See this link for details: Format CSV files in Excel to get bank transactions into QuickBooks.
Here's how:
- Go to the Profile icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file and ensure the formatting is correct.
- Then, click Import.
You can visit this article for additional guidance: Manually import transactions into QuickBooks Self-Employed.
On the other hand, may I know if you encounter any specific error message when downloading a CSV file to QuickBooks?
If you want to continue talking to our Live support agents, you can refer to the steps below to connect with them. You may provide the case number if you have it handy to review the interaction with the previous agent. That way, they can guide you through the process. Also, you can request a screen-sharing session to advise you further on your concern.
Here's how:
- At the top menu bar, click Assistance.
- Enter your Question.
Please refer to this article for their contact information and support hours. You can scroll down to the bottom for the contact number: Contact QuickBooks Self-Employed Support.
Once your transactions are in QuickBooks, review and categorize them. Visit this article for future guidance: Categorize transactions in QuickBooks Self-Employed.
Please reply to this thread if you have clarifications or additional queries about managing your bank transactions in QuickBooks. I'll be around to help you.
