Hi, I am trying to make a CSV from my bank of older transactions; because my bank only gave me a PDF. I converted to CSV but it keeps failing on import...pls advise?

Hello @jon1736,

Let's manually create a CSV file of your bank transactions do you can upload it into your account successfully.

To start with, these are the following formats of a CSV file you can choose from:

• 3 Columns

• 4 Columns 

Here's an article you can read to learn more about how you can create a CSV file of your bank transactions: Import bank transactions using Excel CSV files.

Once you have created your file, here's how you can import your bank transactions:

1. Go to the Gear icon.
2. Under Transactions, select Imports.
3. Select Import older transactions.
4. Tap Browse.
5. Find and open the CSV file of your bank transactions.
6. Hit Open.
7. Click Continue.

See this article for more insights in uploading your bank transactions: Add older transactions to QuickBooks Self-Employed.

I've also included this article that'll help you categorize your bank transactions; Create rules to speed up reviews in QuickBooks Self-Employed.

If there's anything else that I can help you with, please let me know in the comment section down below. I'm always around happy to help.