Many banks allow you to download transactions from their website in CSV format, and you can upload CSV in two different formats. These are the 3-column and 4-column format.

Here are the steps to upload CSV files and import your transactions into QuickBooks.

Navigate to the Profile ⚙ icon and select Imports.
Select Import transactions.
Follow the onscreen steps to upload the CSV file.
Select Import.

Additionally, if you conduct your self-employed work from a home office rather than a separate location, you might be eligible to claim deductions for certain expenses. See this page for more information: Track home office deductions in QuickBooks Self-Employed.

You can still add your comment in this thread. We are willing to provide more information importing through CSV files. Keep safe.

GilbertFox33

It might be a formatting issue, QuickBooks can be picky about column names and data types. If it keeps failing, you could try a tool like Skyvia to load the CSV with mapping control and automation. [Removed]

PollNofer

Yeah, i think Skyvia is a good option, actually. I had a few cases when I used it, and maybe will try again with CSV files. Is this page right, or is there some other information to explore?

MichaelTomar

For an even deeper dive into the process and to explore various methods for both QuickBooks Online and Desktop, you might find this guide particularly helpful - It offers some tips for a smoother import experience.

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