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:
- Go to the Profile ⚙ icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
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.