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Q
quiveringbee@gma
November 29, 2020
Question

Is there a .csv file layout with all columns that can be imported into quickbooks self employed? I want to manually import some transactions and include notes.

  • November 29, 2020
  • 3 replies
  • 8 views
No text available

3 replies

J
JonpriL
Level 9
November 29, 2020

Hello @quiveringbee@gma,

 

Yes, you can create a 3 or 4 columns layout of a CSV file for your bank transactions. Let me help you with how to create the format.

 

To start with, make sure to layout the Date, Description, and Amount as the column header of your CSV file. That being said, here's a screenshot for your visual reference.

Additionally, you can also browse for the content of this helpful article so you can easily review your transactions after uploading them: Learn how to create and use rules to quickly categorize recent and past transactions.

 

If you have any other concerns, please let me know in the comments below. I'll be here to help. Stay safe!

Q
quiveringbee@gmaAuthor
November 30, 2020

Thanks, but I know how to add bank transactions.  I was able to add a "sales tax" transaction by creating a .csv file with

DateTypeTitleInfoCurrencyAmount
11/1/2020TransactionSales tax for order #Sales TaxUSD($9.99)

and importing via the Cash account.  What I am looking for is if I can also import fields for Notes field.  Also wondering if I should enter "business" under type and if "sales tax" should go under "category"?

 

Really just looking if anyone has ALL the column headers that one can use to import a transaction so that I don't have to go into the app and manually enter what hasn't been entered or set.

C
Charies_M
Level 9
November 30, 2020

I appreciate the additional clarifications on what you're trying to achieve, quiveringbee@gma.

 

Let me shed some light on the import format for .cvs file layout in QuickBooks Self-Employed (QBSE).

 

When importing transactions in QBSE, you can only map up to 5 types of fields (Date, Description, Amount, Debit, and Credit). Only the fields mentioned will be recognized in QBSE regardless if it has a sales tax or under a business or personal type of category.

 

You might want to visit this article where we provide updates regarding the progress of this project: Custom categories in QuickBooks Self-Employed.

 

If you need other references for future use, you can check out these helpful links: 

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

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