The secret to successfully importing older transactions to QuickBooks Self-Employed (QBSE) is to use the correct CSV file format, Kyrsha. I'll provide more details about this below.
Currently, we're unable to provide a template to import older transactions to QBSE. However, if you upload a CSV file with the 3-column format (Date, Description, and Amount), stick to the recommended file size of 350 KB (maximum), and remove unnecessary information like zeros (0), you'll be able to complete this task smoothly.
To know more on how you can check the format of the CSV file you have, please see this article: Format CSV files in Excel to get bank transactions into QuickBooks (The article is specific to QuickBooks Online but is also applicable to QBSE).
On the other hand, to ensure I've got everything covered, I'd like to verify if you encounter any error messages every time you unsuccessfully import your transactions. This will help us identify its cause and provide its fix.
Also, once transactions are imported, categorize them to organize your financial data and allocate them on the correct line of your Schedule C.
If you have other banking concerns or questions about importing transactions in QBSE, please feel free to seek help from the Community. We're always ready to provide the assistance you need.
