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Hi there, @revmvelliott.
It's nice to have you with us in the Community today. I'd be delighted to assist you to import your transactions into QuickBooks Self-Employed (QBSE).
Are you getting any error messages? First, you'll have to ensure the data is in the correct format before you upload it. You can upload CSVs using either the 3-column or 4-column format. The 3-column format has Date, Description, and Amount columns.
The 4-column format has Date, Description, Credit, and Debit columns.
Please take note that CSV files for credit card accounts may display transactions in reverse. For example, deposits may appear as negative amounts because paying your credit card reduces your balance.
Then, if you see an error message when you upload, do the following:
When your file is formatted correctly, upload them into QBSE and ensure to match the columns on the file with the correct fields in QuickBooks. Finally, review and categorize your transactions to put them in your accounts.
If you have more questions about working with bank feeds, let me know in the comment section. I'll be right here to lend you a hand. Have a good one!
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