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Since automatic importing transaction is unavailable in QuickBooks Self-Employed. @info. We need to do it manually.
It takes two steps to add older transactions. Using your laptop or desktop, you must export the transactions from your bank and import them into QuickBooks.
Before you get transactions from your bank, check which ones are already in QuickBooks to avoid duplicates.
To avoid issues when importing bank entries, use a CSV file and map the transactions. The steps below will guide you through the process.
Create the CSV file using any of these two worksheet formats.
Once done, import bank transactions using a spreadsheet. The steps are simple and easy. Refer to them below:
I'm adding a few related articles below to guide you further with the process:
Please keep me informed of the outcome. I'll be waiting here if you need anything else, and I want to ensure the entries imported successfully. Enjoy the remainder of your day!
Another option, use one of the converter tools (e.g csv2qbo) as a workaround.
https://www.moneythumb.com/?ref=110
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