Hi there, jlvailphoto-gmai.
I'd be glad to assist you in importing CSV files in QuickBooks Self-Employed (QBSE).
Let's make sure your CSV file must be formatted correctly to import your data successfully in QuickBooks. Here's how:
- Open QBSE in a web browser. Then, click the Gear icon.
- Tap Imports.
- Choose the account you want to add the transactions into, then click Import older transactions under Action.
- Click Browse and find the file you downloaded from your bank.
- Select the file and hit Open to start the import.
- Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks.
- Hit Continue to complete the import.
For additional information, here's an article you can refer to: Manually import transactions into QuickBooks Self-Employed.
You can also manually add transactions in QBSE to enter your income and expenses.
Once the import is finished, you can edit, assign, and categorize your transactions. This helps you ensure the accuracy of your financial records.
Don't hesitate to leave a comment below if you have additional questions about importing transactions using the CSV file. I'd be around to help you out. Have a good one.
