Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
Cvfelcyn
Level 1

does anyone receive a return call from help center

Very simple, its been a while since I have updated. trying to find support on how to convert bank statements to csv files to download to QB. no response after several return call requests.

2 Comments 2
SIAB
Level 7

does anyone receive a return call from help center

Do you need to convert your bank statement from which format? PDF or else?

 

GianSeth_A
QuickBooks Team

does anyone receive a return call from help center

Hi, Cvfelcyn. You haven't received a response to your call request because QuickBooks Self-Employed no longer offers call-backs. Support has already moved to the Live Community.

 

To upload bank statements in CSV format to QuickBooks Self-Employed (QBSE), follow these instructions:

 

Log in to your online banking website and then download your bank statements from there.

 

After downloading, convert it to a CSV file in spreadsheet software such as Excel or Google Sheets. Ensure it has the correct format required by QBSE, like columns for DateDescription, and Amount.

 

Check it here to view the formats: Format CSV files in Excel to get bank transactions into QuickBooks.

 

  1. Begin by logging into QuickBooks Self-employed. Once inside your dashboard, go to the Transactions section.
  2. From there, click import. Please see the visual reference below.


  3. Lastly, select Upload CSV File, then locate and upload the CSV file you prepared earlier.

 

If you have questions along the way, let us know.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us