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Hi there, @writer.
Let me share some clarification about importing older transactions to QuickBooks Self-Employed (QBSE).
You can bring in earlier bank transactions to QBSE using only Excel CSV files and use either a 3-column or 4-column format. To import them successfully, let's start by reviewing the format of the spreadsheet. I've attached a screenshot for your reference.
Additionally, you need to select the Import older transactions option to import the CSV file. Here's how:
- At the top right, click the Gear icon.
- Select Imports.
- Search for your bank, then click Import older transactions.
- Select Browse, then locate the CSV file on your computer.
- Follow the on-screen instructions to finish importing your data.
After uploading, you can now classify your transactions as Business or Personal and assign the appropriate account to the Business ones. For more information, like how to edit a transaction you already reviewed, please check the following article: Categorize and edit transactions in QuickBooks Self-Employed.
If you need further assistance concerning your bank transactions, please let me know. I'll be here to help you some more.
