Thank you for posting here on the Community page, regalforte-gmail.
Allow me to share insights about importing transactions from Venmo Credit Card.
Importing bank transactions in Quickbooks Self-Employed needs online banking information.
Once you have the data or credentials, you can now import and connect your financial institution into QBSE. Make sure you have chosen the correct columns in the mapping stage.
On the Map CSV columns window, you'll have to match the QuickBooks fields (Date, Description, and Amount) then change the names of the columns in your CSV to match the titles in QuickBooks.
Once ready, import the transactions using a laptop or computer instead of the mobile app.
Here's how:
- Open QuickBooks Self-Employed in a web browser.
- Go to Profile Settings.
- Choose Imports.
- Select Import older transactions for the account you want to add transactions to.
- Click Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
- Select the file and select Open to start the import.
- Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns in QuickBooks.
- Select Continue to complete the import.
Once done, your older transactions will be in QuickBooks
After that, review what you've imported. Check for any duplicate transactions and categorize them before putting them in your accounts.
You can check out this article for more detailed information: Add older transactions to QuickBooks Self-Employed.
I've also added related topics about maintaining your banking, transactions, and other related topics.
If you need further help with getting Venmo data into QuickBooks, post a reply below. I'll be more than happy to help you. Have a great rest of the day!
