We can manually import your transactions through a CSV file instead of entering them manually to save time, @mdoran88. Let's work together to achieve this task.
Before we start, could you please tell me the name of your bank? This information will help me provide you with accurate details, as some banks are not supported by QuickBooks.
First, you have to download your transactions into CSV file format from your bank then you can upload a CSV file to your QuickBooks Self-Employed (QBSE) company.
To manually import your transactions follow these steps:
- Navigate to the Gear icon and select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import transactions.

If you want to enter each transaction manually, you can do so by following the steps below:
- Go to the Transaction menu and select Add Transaction.
- Enter the amount and a description.
- Select the Select a category menu. Select the best category to organize your transaction.
- If you have a receipt, you can drag and drop it onto the form.
- When you’re done, select Save.
For future reference, you can read this article about categorizing online bank transactions: Categorize transactions in QuickBooks Self-Employed.
That's all you need to know for entering transactions manually in QuickBooks Self-Employed. If you have additional questions, we're here to help.