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bkorbeck
Level 1

I am getting an error uploading csv files of bank transactions that were missed being imported last year for Self Employed. How do I accomplish this now?

I am told to contact Intuit, but it is the weekend; is there any workaround?

1 Comment 1
Jane_M
QuickBooks Team

I am getting an error uploading csv files of bank transactions that were missed being imported last year for Self Employed. How do I accomplish this now?

Hey there, Bkorbeck. Before we proceed, may I know the exact error message you're encountering? Providing this will help us understand what's causing the issue and give you the appropriate solution.

 

In the meantime, please ensure you're using the correct formatting. QuickBooks Self-Employed (QBSE) uses a single-entry accounting method, so your CSV file must include three required columns: Date, Description, and Amount.

 

Once done verifying, please try importing your transactions again to see if the issue has been resolved.

 

For future help organizing your transactions, please see this article: Categorize transactions in QuickBooks Self-Employed.

 

If you still need assistance from our Live Support team, please refer to this article for support hours and steps to reach them: Get help with QuickBooks products and services.

 

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