Hello there, mistere1085.
I've got steps to ensure you can upload your CSV transaction file which you have downloaded from the Chase website efficiently.
First off, may I know if you received a specific error message while doing the importing process? This way, I appreciate any further details so I can provide accurate information.
For now, please know that QBSE supports CSVs with either a 3-column or 4-column format. With this, I recommend making sure that you use the correct CSV format before uploading your transactions to QuickBooks. These are the two kinds of formats you can follow:
- The first is where columns include the Date, Transaction name/description, and Amount. The date format should be DD/MM/YYYY, and the amount column should show the figures with a plus or minus symbol so the program can see if it's income or an expense.
- The second is similar to the first. The CSV can have four columns: Date, Transaction name/description, Credit, and Debit. Again, the date format should be DD/MM/YYYY.
To learn more about CSV formats, you can check out this article: Format CSV files in Excel to get bank transactions into QuickBooks. Although it is for QuickBooks Online, it also works the same way for QBSE.
Once everything is working, you can now follow the steps below to import your data in QBSE.
Here's how:
- Click the Profile ⚙ icon and choose Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
In case you need steps on how to categorize the imported entries to organize them so you know what areas of your self-employed business have the biggest impact, you can read this article: Categorize transactions in QuickBooks Self-Employed.
You can always get back to this thread if you have other uploading concerns or questions about managing your self-employed transactions in QBSE. I'm always here to help you further, mistere1085. Have a great day!
