I'll help you successfully import your transactions, breeheartllc.
Beforehand, may I know the error you've encountered when importing the transactions? Adding additional details will help us investigate the cause of this.
In the meantime, I'd recommend accessing your QuickBooks Self-Employed account via a private window. This is a good place to determine if this is a browser-related issue. Here are the keyboard shortcuts:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + N
Once signed in, try importing your older transactions again. If it works, let's clear the browser's cache to ensure the program performs efficiently. Otherwise, you can use other supported browsers. They also provide the best and most secure experience with QuickBooks.
Additionally, I've added an article that'll help you review your uploaded transactions and ensure they're added on the correct line of your Schedule C: Categorize Bank Data in QuickBooks Self-Employed.
Please keep us posted if you need additional assistance managing your bank data. We're always here to help you keep your books accurate.
