Thanks for joining the Community, @bleezybeats-live . I'm happy to see you here. I'll help you with troubleshooting steps so you can import a file in QuickBooks Self-Employed (QBSE).
When uploading CSV files, it's important to adhere to the standard format to prevent errors. Ensure that all columns are supported and that the details are accurate. Removing any technical language can help prevent unexpected outcomes. For more information on supported formats, you can refer to this article: Formatting CSV Files in Excel for Importing Bank Transactions into QuickBooks.
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Once your file is ready, try uploading it to QuickBooks Self-Employed (QBSE) again.
- Go to the Profile ⚙ icon, then select Imports.
- Select Import transactions.
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- Follow the onscreen steps to upload the CSV file.
- Tap Import.
If you're getting the same result, I suggest replicating the steps through a private window to narrow down the result. You can use either of these keyboard shortcuts to save you time:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Safari: press Command + Shift + N
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If everything looks good, clear your original browser's clear cache to refresh the system. However, if the issue persists, try using other supported browsers. Then, upload your file from there.
If you want to track and download your transactions in QBSE, visit this article: Export transactions and get reports in QuickBooks Self-Employed.
I'm always available at any time if you need further help with your files or any QuickBooks-related concerns. Don't hesitate to click the Reply button below or post in the Community again. Take care!