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business12
Level 1

How do you add an offline account and import transaction to it in qbse?

 
Solved
Best answer February 11, 2021

Best Answers
Catherine_B
QuickBooks Team

How do you add an offline account and import transaction to it in qbse?

Let me show you the easy steps in importing bank transactions, business12.

 

We're unable to add a bank account unless it's connected as online banking in QuickBooks Self-Employed. However, you can import transactions that aren't connected to QuickBooks Self-Employed. Just visit your bank's website and export the needed transaction in a .CSV file format. 

 

Then, you can follow these steps in importing your transactions: 

  1. Go to the gear icon at the upper-right, and click Imports.
  2. At the bottom, click the import transactions link.
  3. Click Browse and open the saved CSV file. 
  4. Make sure the column name matches what's in it. Click the drop-down if it's not the correct one.
  5. Click Continue to import.

After you have imported the transactions, it'll show in the Cash account. You can then visit the Transactions page to categorize them. You can use this link about Schedule C and expense categories in QuickBooks Self-Employed.

 

Always know the Community is available 24/7 to help. Take care and have a good one!

View solution in original post

2 Comments 2
Fiat Lux - ASIA
Level 15

How do you add an offline account and import transaction to it in qbse?

You may utilize a converter app to import bank transaction.

https://www.moneythumb.com/?ref=110

 

Catherine_B
QuickBooks Team

How do you add an offline account and import transaction to it in qbse?

Let me show you the easy steps in importing bank transactions, business12.

 

We're unable to add a bank account unless it's connected as online banking in QuickBooks Self-Employed. However, you can import transactions that aren't connected to QuickBooks Self-Employed. Just visit your bank's website and export the needed transaction in a .CSV file format. 

 

Then, you can follow these steps in importing your transactions: 

  1. Go to the gear icon at the upper-right, and click Imports.
  2. At the bottom, click the import transactions link.
  3. Click Browse and open the saved CSV file. 
  4. Make sure the column name matches what's in it. Click the drop-down if it's not the correct one.
  5. Click Continue to import.

After you have imported the transactions, it'll show in the Cash account. You can then visit the Transactions page to categorize them. You can use this link about Schedule C and expense categories in QuickBooks Self-Employed.

 

Always know the Community is available 24/7 to help. Take care and have a good one!

View solution in original post

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