Hello there.
Yes, it has to be from a CSV file when you import bank transactions in QuickBooks Self-Employed (QBSE). I'll gladly show you how to do this below.
You can either connect your accounts to online banking or manually upload your transactions with a CSV to keep your financial data accurate in QBSE. But since you'll want to import your Chase bank transactions manually, here's how:
- Go to the Profile ⚙ icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
When you're done, review and categorize your transactions to put them in your accounts.
If you have further questions or concerns about importing bank transactions in QBSE, don't hesitate to drop a comment below. I'm always ready to help. Take care, and I wish you continued success.
