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It’s a pleasure to have you here in the Community space, Erin. Please note that each bank configures CSV files differently. I’ll offer some insights on the correct file format to ensure your transactions are successfully imported.
QuickBooks Self-Employed supports uploading CSV files in either a 3-column or 4-column format. The 3-column format includes date, description, and amount.
On the other, the 4-column format comprises date, description, credit, and debit amounts.
For more detailed information, check out this article: Format CSV files in Excel to get bank transactions. While this is intended for QuickBooks Online, the same concepts can also be applied in QuickBooks Self-Employed.
Once you're ready, here's how to import your transactions:
- Go to the Profile icon and choose Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the file.
- Hit Import.
On the other hand, you can connect your bank account to QBSE to automatically download all your transactions.
Additionally, I'll add this article to maintain organized financial records and streamline your bookkeeping process for the future use: Categorize transactions in QuickBooks Self-Employed.
Consider this thread your go-to resource whenever you have questions about importing CSV file. You can also create a new discussion here in the Community space for assistance.
