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Import transactions from other sources

You can import transactions from sources other than your connected bank accounts using a .CSV (comma-separated values) file. Most banks allow you to export transactions to this file type. If you've been using a spreadsheet to track transactions, you can save or export the file to .CSV format.

To import your .CSV file

  1. Go to the Settings ⚙ icon, and then select Imports.
  2. Select Import older transactions on the right for the account you want the transactions to belong to.
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

See Add older transactions to QuickBooks Self-Employed for complete details on exporting your transactions.

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