Thank you for sharing your concern here in the Community, Swapz4200.
Let's bring your bank transactions to QuickBooks Self-Employed by downloading them via a CSV file. Then, upload them to the program. We only offer a connection for Stride Bank National accounts with the information required during setup.
For further guidance in adding transactions manually from a CSV file, please see this article: Import transactions into QuickBooks Self-Employed.
I've also added an article that'll help you manually enter sales income and expenses: Add Transactions in QuickBooks Self-Employed.
Additionally, I encourage checking our QuickBooks Self-Employed Overview page. From there, you're able to learn more about how the self-employed program tracks everything throughout the year.
I suggest reaching out to us through this thread if you'll help in managing your bank data. We're always here to assist you.
Thanks for your time. I've been trying to get the statements uploaded. Ive converted them to excel from the pdf, then to csv. from pdf to csv and no excel , they look fine to me and it fails every time. Its an entire yrs worth of data to, manually entering that isn't an option lol. I have ran quickbooks self employed all yr long, so i guess i need to find the part thats messing with my upload like i think the zeros if any is all i have left to try.
Again ty for your time,
Hi there, @Swapz4200.
I want to ensure you'll be able to upload your bank transactions to QuickBooks Self-Employed (QBSE).
You should be able to import your bank transactions to QBSE as long as the file is correct and the columns are formatted correctly. As an initial step, make sure that the transactions are exported from your bank account accurately.
Once done, here's how you can import the transactions to QBSE.
If you aren't able to upload the file, it would be my pleasure to know the specific error message you've received. This way, I can gather enough resources and the right amount of resolution.
Moreover, you may connect with our Support Team so a representative can check and review this further. To contact support:
Once transactions are added to QuickBooks successfully, here's how you can categorize the transactions from your bank.
If you have any other QuickBooks or banking questions in the future, please let me know by adding a comment below. I'm always here to help. Keep safe!
Yeah i've tried about all the help menu items you can copy and paste. I assure you that much. Its pretty simple of a concept. The failure is on the banks side. They only download in .PDF format. I called and asked the bank if they had a way to send me the statements and in .csv format. They sounded like that was not gonna happen and that they had no way for me to download them in that format, that .PDF was it. Which it converts to excel just fine which then converts to .cvs, however that format is not matching up to some discrepancies obviously.
This year i wont be using that account for anything but the lyft deposits If even that.
Hello, @Gringo. I appreciate your input from every angle.
I'm sad to hear that your bank account can't connect with QuickBooks. Need not worry, you can still have the option to have your bank information be part of your QuickBooks Online (QBO) account. This is possible by manually uploading your bank transactions.
To get this done, here's what you'll need to do:
Take a look at this article for more detailed steps: Manually upload transactions into QuickBooks Online.
Moreover, you can also submit a request for support for your bank. Here's how:
Drop me a comment if I can do anything else for you concerning your QuickBooks account. I'd be around to assist. Have a great day.