Banking
Your interest in choosing QuickBooks as part of your business venture is highly appreciated, Verbena. You can import your transactions through the Transactions tab and add them to your bank account.
Beforehand, it's important to note that all added transactions will be listed as cash in QuickBooks Self-Employed (QBSE). However, you can manually import them directly from your bank. I'd be happy to guide you through the process.
- On the left navigational panel, look for the Transactions tab and click the drop-down arrow to add a transaction.
- Choose Import transactions.
- Pick a Bank type. Then, click Import older transactions.
- Enter all the necessary information.
- Select Browse and find the file you downloaded from your bank (usually in your Downloads folder).
- Review the column headers and data. Ensure that the CSV file's Date, Description, and Amount columns match the columns and order in QuickBooks. The other column headers can be in any order.
- Click Continue to complete the import.
For visual reference, I've added some screenshots below:
Furthermore, you can read this article for a detailed process and more information about the CSV file format: Manually import transactions into QBSE.
Additionally, here's an article you can browse to learn how to create and use rules to categorize recent and past transactions in QBSE that can come in handy moving forward: Create rules to speed up reviews in QuickBooks Self-Employed.
You can always have me if you have other queries about manually adding your transactions in QBSE. Let me know if you have any other tasks that you'd like me to help you with.
