cancel
Showing results for 
Search instead for 
Did you mean: 
susan76
Level 2

For Self Employed Freelance plan. I was able to import a range of Banking Transactions via a .csv file, but is is not allowing me to manually add the bank it is from?

Do I HAVE to connect to my Banks via QBs in order for Self-Employed / Freelancer plan to work?
Solved
Best answer April 06, 2020

Best Answers
MaryLandT
QuickBooks Team

For Self Employed Freelance plan. I was able to import a range of Banking Transactions via a .csv file, but is is not allowing me to manually add the bank it is from?

Hi there, susan76,

 

Let me clear things out for you.

 

Yes, you need to connect your bank account in QuickBooks Self-Employed (QBSE). The system will automatically download transactions overnight.

 

Then, you have the option to manually import transactions to the desired bank anytime once connected. Just make sure your file is using the 3-column or 4-column format for the CSV file to have a successful import.

 

The following steps below will guide you through moving bank statements:

  1. Open QBSE in a web browser.
  2. Go to Settings .
  3. Click Imports.
  4. Choose the account you want to add the transactions into, then click Import older transactions under Action.
  5. Click Browse and find the file you downloaded from your bank. 
  6. Select the file and hit Open to start the import.
  7. Review the column headers and data. Make sure the DateDescription, and Amount columns on the CSV match the columns and order in QuickBooks. 
  8. Click Continue to complete the import.

After that, review what you've imported. Then, check for any duplicates and categorize your transactions before putting them in your accounts.

 

Feel free to read through these handy articles to learn more about bringing bank statement into QBSE:

Don't hesitate to leave a comment below if there's anything else I can help you today. I'm always right here to help you out.

 

Thank you and stay safe!

View solution in original post

1 Comment 1
MaryLandT
QuickBooks Team

For Self Employed Freelance plan. I was able to import a range of Banking Transactions via a .csv file, but is is not allowing me to manually add the bank it is from?

Hi there, susan76,

 

Let me clear things out for you.

 

Yes, you need to connect your bank account in QuickBooks Self-Employed (QBSE). The system will automatically download transactions overnight.

 

Then, you have the option to manually import transactions to the desired bank anytime once connected. Just make sure your file is using the 3-column or 4-column format for the CSV file to have a successful import.

 

The following steps below will guide you through moving bank statements:

  1. Open QBSE in a web browser.
  2. Go to Settings .
  3. Click Imports.
  4. Choose the account you want to add the transactions into, then click Import older transactions under Action.
  5. Click Browse and find the file you downloaded from your bank. 
  6. Select the file and hit Open to start the import.
  7. Review the column headers and data. Make sure the DateDescription, and Amount columns on the CSV match the columns and order in QuickBooks. 
  8. Click Continue to complete the import.

After that, review what you've imported. Then, check for any duplicates and categorize your transactions before putting them in your accounts.

 

Feel free to read through these handy articles to learn more about bringing bank statement into QBSE:

Don't hesitate to leave a comment below if there's anything else I can help you today. I'm always right here to help you out.

 

Thank you and stay safe!

View solution in original post

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up