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Buy nowLet's perform some steps so you can download bank statements to QuickBooks Self-Employed (QBSE), @williamsbookkeep.
First, you'll have to check which transactions are already in the program. This helps you avoid any duplicates. Let me guide you how.
The screenshot below shows you the first to fourth steps.
Second, export your transactions from your bank. Here's how:
Third, import the transactions to the program. I'll show you how.
Fourth, go back to the Transactions tab and review the imported transactions. For more information, see the Review what you imported section through this article: Add Older Transactions to QBSE.
Once downloaded, you can categorize and edit the transactions. This ensures your financial records are accurate. For more details, check out this article: Categorizing Transactions.
In case you want to automatically download your bank transactions, I'd suggest connecting your account. This lets you skip manual data entry since the program categorizes the transactions for you. To learn more about this process, visit this article: Connect Bank and Credit Card Accounts.
I'll be right here to help if you need anything else. Have a good day, @williamsbookkeep.