Banking
I appreciate you for joining the thread, Beth. Let me share with you some information about importing bank transactions to QuickBooks Self-Employed (QBSE).
This error happens when the transactions aren't formatted correctly. For now, you can delete the transactions from the Transactions page, then upload them again.
- Sign in to QuickBooks.
- Click on Transactions at the left pane.
- Locate the transactions, then mark the boxes beside the Date column.
- Select the Exclude icon, then tap Apply.
After that, prepare the entries using the 3 or 4 column format. Make sure that the money in and money out transactions are in the correct columns or configuration.
You can check out this screenshot for your visual guide.
Once the file is ready, import the transactions through the Settings icon. When they're available in QBSE, review and categorise them.
Just in case want to connect your bank or credit card accounts to QuickBooks so you don't need to bring your entries manually. Use this link as your reference: Connect bank and credit card accounts to QuickBooks Self-Employed.
If you have any other questions while categorising your bank transactions, let me know by adding a comment below. I'm more than happy to help. Have a good day!
