Thank you for turning to the Community about your banking concern, robinmonk. We'll have to check the headers and data of the CSV file so you can successfully bring your bank entries to QuickBooks Self-Employed (QBSE).
When you connect your bank to the program for the first time, it downloads the last 30 to 90 days of transactions, and in some cases up to a year's worth.
Let's review the column headers and data before importing your entries. Then, double-check that the Date, Description, and Amount columns on the CSV correspond to the columns and order in QBSE.
If they match, you can begin uploading your transactions. Next, double-check what you've imported to prevent duplicates. Here's an article that goes into detail about the process: Add older transactions to QuickBooks Self-Employed. Proceed directly to Steps 3 and 4.
Then, classify the entries into the correct Schedule C categories to ensure the accuracy of your estimated taxes. You can also utilize the QBSE guide to assist you in completing your future tasks. There, you'll find resources to help you manage your taxes, handle bank-related activities, track your mileage, and so on.
If you have any further questions or issues concerning the importation transactions, please let me know. I'm always here to help you further (QBSE).
