Yes, by reviewing the CSV file format, Kendrick. This is to prevent any errors during the import of old transactions. Here are some we need to check:
- Ensure all dates are in the same format. We recommend using: dd/mm/yyyy.
- Verify that the Date, Description, and Amount columns in the .csv file match the columns and order required by QuickBooks.
- Ensure the CSV file does not exceed 1,000 rows. If it does, split the data into separate files.
Once you have verified the correctness of the file, try importing the file using an incognito or private browser window. To launch QuickBooks Self-Employed in a private browsing session, utilize the following keyboard shortcuts: for Chrome/Edge/Firefox, press Ctrl+Shift+N; for Safari, press Command+Shift+N.
Moreover, after manually uploading your transactions, you can categorize them to organize your income and expenses.
Please don't hesitate to leave a reply if you have additional concerns besides the importing transactions concern in QBSE. I'm always here to assist you.
