I can help upload your bank statement via a CSV in no time, 992e7f34cb6e.
You'll have to ensure the data is in the correct format. You can upload CSV with either of the following 3-column or 4-column formats. Check this article for more details: Format CSV in Excel to get bank transactions into QuickBooks. Note that the article is for QuickBooks Online but can also be applied to Self-Employed.
Once you have your data in a proper format, you can manually import them into your QBSE account. Here's how:
- Go to the Profile ⚙ icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
If you need help categorizing your transactions in QuickBooks Self-Employed, check this article: Categorise transactions in QuickBooks Self-Employed. This will help guide you on how to report your self-employed income and expenses.
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