Hi there, @cahill. I want to ensure you'll be able to upload the transactions in QuickBooks Self-Employed (QBSE) smoothly.
Thanks for choosing QuickBooks as your accounting partner. To start, may I know if you receive an error message when attempting to import transactions in QBSE? That additional detail is a great help so I can provide a timely solution.
In the meantime, we can perform some troubleshooting steps to determine if this is a browser issue. Let's start with accessing your account via an incognito browser to have a clean slate. Below are the shortcut keys you can use:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Microsoft Edge: press Ctrl + Shift + P
- Safari: press Command + Shift +N
Once signed in, you can upload the transactions again. If this works, go back to your regular browser and clear the cache to eliminate the piled-up data. If not, you can use another supported browser or device. Might be that the browser you're using has a temporary issue with QBSE.
Once the transactions are in, your next step is to categorize them to ensure they are correctly allocated in the line of your Schedule C.
If you have any other concerns about uploading bank transactions in QBSE, please don't hesitate to leave a reply below. I'll be here ready to provide additional help. Have a great day ahead and keep safe.
