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Buy nowI'll give some overview about your concern, rdquake-gmail-co.
You can import transactions to the specific account if the bank is connected to online banking. If the account name is not connected, you can follow the steps below. Note: QuickBooks Self-Employed downloads the last 30 to 90 days of transactions, and in some cases up to a year.
Please see this sample screenshot for a visual guide:
Once connected, you can start adding the older transactions.
Here's how:
You can read this article for reference: Add older transactions to QuickBooks Self-Employed.
Finally, review and categorize your transactions to put them in your accounts.
Please keep in touch with me here if you need any further assistance. I'll be more than happy to help you out again. Take care!
Yes I am familiar with your instructions as I've done that before with my other credit cards. but the last credit card I am trying to connect is not listed in this case. so because i cannot link my credit card account because it's not listed how do you import into there own account name instead of adding to an existing one
Thanks for getting back to us, rdquake-gmail-co.
If you want to import the credit card's CSV file to another or existing credit card in QuickBooks Self-Employed, you just do it the usual way you do it. You can use this link for reference: Manually import transactions into QuickBooks Self-Employed.
Note that it is not necessary to add new accounts in the Bank accounts section when importing CSV files. Once you've imported the file, you can already categorize the transactions. You can also refer to RenjolynC's response for more details.
If you need anything else, please let us know. Have a great day!
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