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Replying to:
FateCandylaneT
QuickBooks Team

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I appreciate you taking the time in following the inputs shared on this thread, HairKair. Let me help ensure you can import missing entries in your QuickBooks Self-Employed account.

 

We can manually import transactions by selecting the Include all transactions option via CSV file so that you can retrieve the missing transactions in your company data. To successfully import your CSV file, refer to these steps:

 

  1. On the upper right corner, look for the Profile icon.
  2. Then, select Import transactions.
  3. Find your bank account and select Import older transactions under the Action column.
  4. Click Browse and choose the CSV file you want to import.
  5. You'll be routed back to the Import transactions window.
  6. From there, select the Include all transactions option.

 

For more detailed information, check out this reference: Add older transactions to QuickBooks Self-Employed

 

Once your transactions are all in, you can go to the Transactions menu and categorize your imported transactions. This way, QuickBooks puts them on the correct line of your Schedule C.

 

I'll be on this forum anytime you require additional assistance managing online bank transactions in your account. Just let me know in the comments below. Stay safe!

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