Worry no more, @kylieewell-yahoo. I know a way that can help you import transactions.
With the use of Import feature, we'll be able to upload sales transactions to QuickBooks Self-Employed account from a CSV file. Before diving, please make sure that data is properly formatted so it will be imported correctly. You may read this article to learn how to check the format of the bank transactions you plan to upload: Format CSV files in Excel to get bank transactions into QuickBooks.
When you're ready, follow these steps to manually import our transactions:
- Go to the Profile icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
Also, I recommend reading the articles below to help manage your bank and credit card transactions:
Just let me know if you have any other questions by dropping a comment below. I'll be more than happy to assist you again.
