There are two ways you can consider if you can't download a CSV file of your bank transactions, midnight. I'll gladly share them with you.
If your bank data is unavailable for download, review your bank statement and manually enter the transactions you need to record into QuickBooks. Here's how:
- Open your QuickBooks Self-Employed account.
- Go to the Transactions menu and select Add transactions.
- Enter the transaction's Date, Amount, and Description.
- Pick the accurate category of the transaction from the Select a category option.
- Double-check everything, and once done, hit Save.
For additional reference about this process, kindly check out this link: Manually add transactions in QuickBooks Self-Employed.
The second option is to directly contact your financial institution so you can request a CSV copy of your data. This way, you can import and manage them in QuickBooks.
I've also added some resources that you can access if you want to reconnect your bank account and learn more about the proper way of organizing your data in QuickBooks:
Your concerns matter to us. If you have more questions about your bank transactions and importing procedures or need help handling your data in QuickBooks, tag me on this thread. I'll be around and ready to help you out.
