You've come to the right place for assistance, yevettezbinden. I've got the information you need when uploading a CSV file into your QuickBooks Self-Employed account.
When managing online entries in your account, most banks let you download transactions from their website into a CSV file. Once you've acquired this document, you can follow the steps below when uploading this data to QuickBooks:
- Go to the Profile ⚙ icon and select Imports.
- Click Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Then, select Import.
If your account is connected to online banking and you need older transactions, you can manually import older transactions into your file. This ensures missing previous entries are updated or added in QuickBooks.
Once transactions are in, you'll have to categorize them to ensure they are assigned to the correct line of your Schedule C.
If there's anything else you need further assistance with when managing bank transactions in your account, just let me know in the comments below. I'll gladly provide additional help at any time. Keep safe and have a great day ahead!
