Hello, jrhughes16.
I'd be happy to share some options to help you add the transactions in your QuickBooks Self-Employed account.
You can either create a spreadsheet or manually add the details in the Transactions page.
To add a new transaction on a web browser, you can follow these steps:
- Go to the Transaction menu and select Add Transaction.
- Enter the amount and a description.
- From the Select a category menu, choose the best category to organize your transaction.
- If you have a receipt, you can drag and drop it onto the form.
- When you’re done, click Save.
If you want to use the mobile app, the instructions are included in this article: Manually add transactions in QuickBooks Self-Employed.
For creating a spreadsheet, you need to make sure the data is in the correct format.
Here are the available formats:
- 3 column format: This format has a Date, Description, and Amount column.
- 4 column format: This format has a Date, Description, Credit, and Debit column.
For reference, check out the details in this link: Format CSV files in Excel to get bank transactions into QuickBooks.
Once you're done adding the transactions on the spreadsheet, save it as a CSV file. Then, follow these steps to import the data into QuickBooks Self-Employed:
- Go to Profile > Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Click Import.
Lastly, review and categorize the transactions to help organize your expenses more accurately.
If you have any follow-up questions regarding the process, or you need help with other task, please let me know in your reply below. I'd be glad to provide the steps. Have a good weekend!
