Hi there, Armen2. I understand you have challenges in importing your transactions in QuickBooks Self-Employed(QBSE). Allow me to provide more information on adding a transaction in QBSE.
To assist you better and find the best solution for you, I would like to ask what error message you received in importing your bank transactions.
If you're importing transactions of more than a thousand files, you can split your files into two and ensure to format your Excel file correctly and avoid exceeding the row limit.
If the same thing happens, I recommend performing some browser troubleshooting steps. Sometimes, QuickBooks may not work correctly because of the issues with your browser.
As a result, this may have caused the customer list not to show up. Let me help you by logging into your QuickBooks Online account using a private browser.
Here are some common steps that can resolve unexpected results in QBO:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If you can successfully log in using a private browser, go back to your regular browser and clear its cache.
After you import your bank transactions, you can categorize them to organize your income and expenses in QBSE.
Leave a comment if you're still having trouble importing your bank transactions. I'm always here to lend a hand. Take care.
