Hi there, @Kieles.
I'm here to help you get your bank transactions uploaded.
I'll just need a little bit more information. Is there a specific error you are receiving? Is there anyway, you'd be able to provide screenshots of the issue for us to get to the bottom of it with you?
Import the transactions
When you're ready to import, open QuickBooks Self-Employed on a laptop or computer instead of the mobile app.
- Open QuickBooks Self-Employed in a web browser.
- Choose Settings ⚙.
- Select Imports.
- Pick the account you want to add the transactions into.
- Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
- Choose the file and select Open to start the import.
- 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.
- Select Continue to complete the import.
When it's is finished, your older transactions will be in QuickBooks.
In the meantime, here's an article on how to upload the transactions: Add older transactions to QuickBooks Self-Employed.
If you have any other questions, just reach out. We're here to help.