I appreciate you for sharing your concern here in the Community, Niki.
It's my priority to help you with importing your transactions to QuickBooks Self-Employed (QBSE) successfully. Thus, I'm here to share with you some troubleshooting steps to isolate the error you're getting.
First, make sure to use the correct CSV format before uploading your transactions to QuickBooks. The system won't allow you to import your bank data if the date, amount, and other details aren't formatted correctly. To learn more about CSV formats, you can check out this QuickBooks Online which works the same way for QBSE: Format CSV files in Excel to get bank transactions into QuickBooks.
Once the file is ready, you can also try logging in to QuickBook using a private browser to narrow down the result. In most cases, unusual behavior with QuickBooks happens due to the stocked file on your browser's cache. To save you time, use either of these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
If it works fine, I recommend going back to your original browser and clear its cache to start fresh.
For more tips about importing transactions to QBSE manually, you can check out these links:
When you're done, review and categorize your transactions to put them in your accounts.
If you have any other questions about importing CSV files to QuickBooks, please let me know by adding a comment below. I'm more than happy to help. Keep safe!
