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Let me provide some information on how you can import transactions in QuickBooks Self-Employed, @kim-onboard-char.
When importing data in your account, we follow the 3-column or 4-column format in Excel. Then, if you want to select the categories, you'll not put them in the spreadsheets but in the Transactions menu.
For more insights about the process, you can read and utilize this resource: Manually import transactions into QuickBooks Self-Employed.
On the other hand, if you want to add or custom new categories, here's an article you can refer to: Custom categories in QuickBooks Self-Employed.
Additionally, I've attached a link to help you learn the basics of QuickBooks Self-Employed: QBSE Overview.
Keep me posted if you have further questions about importing data in QuickBooks. I'll be happy to help you more. Stay safe.
Thank you,
I have a spreadsheet with over 2 months of over 150 transactions while I’ve been searching for an accounting program that works for me. The spreadsheet has 10-12 columns/categories. Date, Source, Description, Overhead, Supplies, Food Purchased, Taxes paid, shipping paid, card processing fees, orders, taxes charged, charity, etc., if I cannot match my categories and import my spreadsheet in its entirety without duplicating all my past work, QuickBooks will not work for me.
Hello, Kim.
I see that you've also posted on a different thread. My colleague has responded to you with the details about adding categories in QuickBooks Self-Employed.
You can check the thread here: Direct link to the thread.
Please let me know if you have other questions regarding QuickBooks.
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