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madebymetracylee
Level 1

I see my old bank transactions how to I update them from my bank account in Quickbooks self employed ?

 
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JenoP
Moderator

I see my old bank transactions how to I update them from my bank account in Quickbooks self employed ?

I'll help with your questions about banking transactions, madebymetracylee.

 

Are you trying to edit the ones that were downloaded from your bank? For now, only the description can be edited for these types of transactions. This is because the dates and amounts are directly provided by your bank, and QuickBooks Self-Employed (QBSE) will only show what your bank has shared with us. 

 

If the transactions are 90 days older and were not automatically downloaded when you first connected your bank, you can import them as CSV file. Most banks only downloads the last 90 days worth of transactions. Here's how:

 

  1. Go to the Gear icon and select Imports.
  2. Click Import older transactions for the account you want to add transactions to.
  3. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  4. Look for the file and select Open to start the import.
  5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order. Check out this article for the required format: Format CSV Files In Excel To Get Bank Transactions Into QuickBooks.
  6. Click Continue to complete the import.

Once imported, you can now proceed to assigning categories to them. Here's an article as a guide: Categorize Transactions In QuickBooks Self-Employed.

 

The Community is always here if you still need more help with your banking transactions. 

 

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