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chs143
Level 2

I have QBSE & need help adding a bank account. I do not have online banking. I will input via CSV file, but they show as "cash" Is it ok to have all transactions be cash?

 
7 Comments
SarahannC
Moderator

I have QBSE & need help adding a bank account. I do not have online banking. I will input via CSV file, but they show as "cash" Is it ok to have all transactions be cash?

Hello there, chs143.

 

Manually added transactions within QuickBooks Self-Employed will automatically be posted to the Cash account. Instead, we can link bank account or credit card account in the program. 

 

Since you don't have online banking, you have an option to manually import the bank transactions by getting them from your bank's website. 

 

Once done, you can either use the three-column format or the four-column format using the CSV file. This article can be used as a guide in QuickBooks Self-Employed too. Then, here's how to import them:

 

  1. Go to the Gear icon.
  2. Select Imports under Transactions.
  3. Click import transactions.
  4. Select Browse and find the file you downloaded from your bank.

 

Afterward, you can create a rule to categorize the transactions. 

 

Please comment below if you have other questions. Take care always.

chs143
Level 2

I have QBSE & need help adding a bank account. I do not have online banking. I will input via CSV file, but they show as "cash" Is it ok to have all transactions be cash?

Hi!

Thank you for your response. I understand, but the whole point is that I DO NOT have online banking. I don't have a login or anything for my bank account. I do not use my banks website. How can I add an account manually without this information?

Thank you!

MichelleBh
QuickBooks Team

I have QBSE & need help adding a bank account. I do not have online banking. I will input via CSV file, but they show as "cash" Is it ok to have all transactions be cash?

Thanks for the prompt reply, @chs143.

 

Connecting and importing bank transactions in Quickbooks Self-Employed needs online banking information. In the meantime, I'd suggest adding the transaction to your account. 

 

Here's how: 

 

  1. Go to the Transactions tab on the left side.
  2. Hit Add transaction
  3. Complete the needed details, and tap Save

 

You can also add transactions manually from a CSV file. But before doing that, you'll need to download the data first from your bank's website. Since you don't have online banking, I'd suggest communicating with your bank and ask a copy of your data. Also, they can help you in setting up your credentials. 

 

Once you have the data or credentials, you can now import and connect your financial institution into QBSE. Please make sure your file is using the 3-column or 4-column format for the CSV file to ensure the import is successful.

 

After that, review what you've imported. Then, check for any duplicates and categorize your transactions before putting them in your accounts.

 

I've also added topics about maintaining your banking, transactions, and other related topics. 

 

 

Please do let me know if you have any queries. I'm always here for you. Keep safe always. 

chs143
Level 2

I have QBSE & need help adding a bank account. I do not have online banking. I will input via CSV file, but they show as "cash" Is it ok to have all transactions be cash?

Hi Thank you for your reply! I really appreciate you all helping me.

I actually do have a CSV file that I am trying to upload, but it seems as if it's not an option to "browse" my files. Like I can't click the button since I am not connected to an account to upload it on. I would prefer to upload my CSV file rather than manually inputting transactions.

 

Also this question was never answered: Is it okay from a bookkeeping standpoint that ALL my transactions be labeled as "cash" transactions? This would technically be untrue because I barely use any cash.

 

I'm pretty surprised that QuickBooks heavily relies on bank account online connection without having a simple option of adding an "account" manually that has "account" transactions.

 

Thank you in advance. Hoping to sort all this out ASAP.

chs143
Level 2

I have QBSE & need help adding a bank account. I do not have online banking. I will input via CSV file, but they show as "cash" Is it ok to have all transactions be cash?

I forgot to add this is how it appears and I am unable to click "browse"

How do I import my CSV file?Screen Shot 2020-11-28 at 7.56.56 PM.png

Catherine_B
QuickBooks Team

I have QBSE & need help adding a bank account. I do not have online banking. I will input via CSV file, but they show as "cash" Is it ok to have all transactions be cash?

You can refresh the system by performing a few browser troubleshooting steps, chs143.

 

Try closing the page and trying importing again. If you're still unable to click the Browser button, it's possible that a browser-related issue is causing unexpected behavior. We can verify that by logging in to your QuickBooks Self-Employed account through a private browser. From there, you can import your files. 

 

QBSE bank.JPG

 

If you're able to click the Browse button and select the CSV file, you can continue the process of importing your transactions. If you're able to do so successfully, I'd suggest switching back to the main browser and clear the cache. You can also try importing your transactions using other supported browsers. 

 

Let me know how this works. I'm just here to help. Take care!

chs143
Level 2

I have QBSE & need help adding a bank account. I do not have online banking. I will input via CSV file, but they show as "cash" Is it ok to have all transactions be cash?

Thank you so much! I switched browsers and it worked!

 

I still need an answer to this question:

Is it okay from a bookkeeping standpoint that ALL my transactions be labeled as "cash" transactions? This would technically be untrue because I barely use any cash. I use my bankcard.

 

In case there is a new person not looking at the reply history. I do not and cannot connect my bank online, so therefore I would have to manually add an account with NO connection to the back. I would like to add an account so that I can have transactions from my CSV file be labeled as "account" transactions.

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