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towigerm5
Level 1

I imported csv files of transactions. Import appeared to be successful but transactions are not showing neither did it changed Income/Spending numbers. What did I do wron

I closed my Etsy Store without opening QB Self-Employed to import transactions from a few months prior the the closing of the store. I downloaded The transactions of the missing months from etsy via CSV files. I imported these into QB Self-Employed, however, they are not showing up in the transactions tab neither did it change any business Income/Spending numbers. Can anybody help? Thank you.
1 Comment 1
ChristieAnn
QuickBooks Team

I imported csv files of transactions. Import appeared to be successful but transactions are not showing neither did it changed Income/Spending numbers. What did I do wron

Welcome back to the QuickBooks Community, towigerm5. I'll be sharing details on how importing transactions works in QuickBooks Self Employed. Then, ensure you'll be able to achieve your goal.

 

When manually importing transactions in QuickBooks Self Employed, you'll have to ensure to use the right format and map the entries accurately. With this, it could be the reason why transactions are not showing up in the transactions tab nor did it change any business Income/Spending numbers. 

 

I recommend reviewing the CSV file if there are actual transactions from there and the format of the CSV file that you're importing to ensure it's formatted correctly. This way, we can ensure that the Date, Description, and Amount columns on the CSV file match the columns and order in QuickBooks Self-Employed (QBSE). Also, you'll have to check if the file has blank lines, if it does, delete them. Then, make sure to select the column header labels (from the dropdowns) that match the column header labels in your CSV file. For further details and how to perform the process in importing entries correctly, you can open this article: Add older transactions to QuickBooks Self-Employed.

 

Once everything is set, you can reimport the transactions in QuickBooks Self Employed. Then, you can now categorize the transactions so your entries are put on the correct line of your Schedule C.

 

Lastly, you may refer to this article to see different details on how QBSE is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C: QuickBooks Self-Employed Overview.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you about importing transactions. I've got your back. Have a good day and stay safe.

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