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I will need to import 3 years of bank account statements (2020, 21 & 22) into QuickBooks Self-Employed...will the QB SE version do that?
Thanks
Matt
You can use one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround
https://www.moneythumb.com/?ref=110
Yes, DDBG2019. QuickBooks Self-Employed (QBSE) allows you to import older transactions.
We have a two-step process when adding three years' worth of transactions in QBSE. Firstly, you must export the transactions from your bank and then import them into the program using your laptop or desktop. Please that you can add transactions as far back as January 1, 2014.
Before you get transactions from your bank, check which ones are already in QuickBooks to avoid duplicates:
After that, you can export the transactions from your bank:
Once done, import the transactions by following these steps:
When it's finished, your older transactions will be in QuickBooks, DDBG2019. Please keep us posted if you need additional assistance managing your bank data.
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