Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello @office-iamairhva,
Yes, you can upload bank statements to QuickBooks and organize them easily!
Here's how:
This saves time, keeps your books organized, and helps ensure you don’t miss any transactions.
P.S.: I’m a QuickBooks ProAdvisor with 7+ years of experience. Need help with QuickBooks Bookkeeping?
Google my username, @kabel1657, to see my proven track record!
I appreciate your input, @kabel1657. However, I can see that @office-iamairhva is using a different product. Let me add some insights.
Uploading bank statements is exclusive to QuickBooks Online (QBO). However, we can upload your transactions using the correct format in QuickBooks Self-Employed (QBSE). To do so, you'll need to get a copy from your bank in a CSV file.
Here's how:
However, if you want to access older transactions, refer to this article: Add older transactions to QBSE.
Also, you can organize them by categorizing your transactions in QBSE.
Additionally, you might want to learn about Schedule C categories and how to categorize transactions in QuickBooks.
I'd be more than happy to help if you need further assistance importing your transactions into QBSE. Have a good one.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here