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Good day, rsbezz. Thank you for joining us in the Community space. I am pleased to provide you with some valuable insights on importing transactions in QuickBooks Self-employed (QBSE).
Most banks typically allow customers to download their transaction history for the last 90 days. This means that any transactions older than this period will not be automatically included in the downloadable data. For users who need access to older transactions, the current workaround involves manually uploading these records to QuickBooks Self-Employed (QBSE).
This manual upload process is essential for ensuring that your financial records in QBSE are comprehensive and accurate, especially when preparing for tax season or conducting financial reviews. To start importing manually, you'll first need to download the transactions from your bank using a CSV file format. Then, proceed to manual import.
Here's how:
- Go to the Gear icon, then click Import transactions.
- Select Import older transactions for the account you want to add the transactions to.
- Hit Browse and find the CSV file format you downloaded earlier.
- Select the file and select Open to start importing.
- Review the column headers and data. Ensure the Date, Description, and Amount columns on the CSV file match the columns and order in QuickBooks.
- Click Continue to complete importing.
Once you're done, you can now proceed to categorize your transactions to ensure accurate records.
Thank you for reaching out, rsbezz. Should you have any more concerns or require additional information, feel free to reach out anytime. We're dedicated to ensuring you have all the support you need."
