I'll discuss details and help you import transactions into your account, rstroud.
In QuickBooks Self-Employed, you can format your own CSV file to upload your older transactions to QBSE. Create a 3-column CSV file with the Date, Description, and Amount columns. Then, follow these steps when you're ready to import.
- Open QuickBooks Self-Employed in a web browser.
- Go to Settings and select Imports.
- Select Import older transactions for the account you want to add transactions to.
- Click Browse and find your CSV file.
- Select the file and click Open to start the import.
- Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks.
- Click Continue to complete the import.
For more details about the process above, please see this article: Add older transactions to QuickBooks Self-Employed.
Once transactions are imported, categorize them to organize your financial data and allocate them on the correct line of your Schedule C.
If you have other banking concerns or queries about importing your data, feel free to seek additional help from this thread. Stay safe and have a great day ahead!