Level 1

How do I import my annual credit card statements accurately without duplicates?

 
QuickBooks Team

Banking

Hello there, @mtmalc.

 

You'll want to check the transactions for a duplicate before you import it to your QuickBooks Self-Employed (QBSE). This way, we'll ensure there are no duplicates transactions.

 

Here are some great articles you read can read for reference in importing your bank transaction to QBSE: 

 

 

Also, check this great resource that can guide you on how to add transactions in your QBSE account: Manually add transactions in QuickBooks Self-Employed.

 

Do get back to us if ever you need help with anything else. Keeping you in working order is our top priority. Keep safe!