How do I import CSV file?

use the trial version of csv2qbo converter tool to isolate the problem.

https://www.moneythumb.com/?ref=110

I can assist you in the process of inputting transactions into QuickBooks Self-Employed by manually adding them from a CSV file, @Tcollins.

Many banks allow you to download transactions from their website in CSV format, and you can upload CSV in two different formats. These are the 3-column and 4-column format.

Here are the steps to upload CSV files and import your transactions into QuickBooks.

1. Navigate to the Profile ⚙ icon and select Imports.
2. Select Import transactions.
3. Follow the onscreen steps to upload the CSV file.
4. Select Import.

Additionally, if you conduct your self-employed work from a home office rather than a separate location, you might be eligible to claim deductions for certain expenses. See this page for more information: Track home office deductions in QuickBooks Self-Employed.

You can still add your comment in this thread. We are willing to provide more information importing through CSV files. Keep safe.

It might be a formatting issue, QuickBooks can be picky about column names and data types. If it keeps failing, you could try a tool like Skyvia to load the CSV with mapping control and automation. [Removed]

For an even deeper dive into the process and to explore various methods for both QuickBooks Online and Desktop, you might find this guide particularly helpful - It offers some tips for a smoother import experience.

Yeah, i think Skyvia is a good option, actually. I had a few cases when I used it, and maybe will try again with CSV files. Is this page right, or is there some other information to explore?