Hello, Nick! It's our pleasure to welcome you to the Community space. We want to make sure your older transactions are imported to QuickBooks Self-Employed (QBSE).
You need to follow the CSV format required by QuickBooks when importing bank transactions. QBSE only accepts 3-column or 4-column format for the CSV file. Please use this article as your guide: Format CSV files in Excel to get bank transactions into QuickBooks.
I’ll add the snapshot below for your reference:
The 3-column format:
![LollyNino_C_0-1704148371123.png LollyNino_C_0-1704148371123.png](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/96060i253F2E2C906A91BE/image-size/medium?v=v2&px=400)
The 4-column format:
![LollyNino_C_1-1704148370903.png LollyNino_C_1-1704148370903.png](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/96059i875E87196D6058D3/image-size/medium?v=v2&px=400)
If you need to manually import your bank transactions using a CSV file, just get this file from your bank's website. Let me show you how:
- Got to the Gear icon.
- Select Imports.
- Tap Import older transactions and follow the on-screen instructions.
- Tick Import.
For the time being, you may utilize the web connect feature by bringing your bank entries to QBSE manually. You can check these articles for the detailed steps:
Additionally, I'll be sharing these resources that will help you categorize your bank transaction and how QuickBooks Self-Employed matches it to a line on your Schedule C categories:
Please let us know if you have any other questions while importing your transactions to QuickBooks. We are always here to assist you and ensure your business runs smoothly. Have a great day, Nick!