posted
Hello BradRumble!
I appreciate your effort to share how you were able to import your transactions. This will surely help other users who wish to import their bank transactions to QBSE.
Yes, you're right that you only need the Date, Description, and Amount columns in your CSV file. This is the 3-COLUMN format statement. When mapping, a user has to specify the 3 column names, as shown below.
Usually, banks provide statements with 5 columns (Date, Description, Credit, Debit, Balance). In this case, you don't want to map the Balance column.
I'm adding these articles for everyone's reference:
- Manually import transactions into QuickBooks Self-Employed - if one doesn't want to connect his bank or credit card account
- Add older transactions to QuickBooks Self-Employed - to import additional transactions or historical transactions
For anyone reading and having challenges with importing transactions, this thread is open to comments and questions. We'll be happy to answer your questions.
