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Banking
use the trial version of csv2qbo converter tool to isolate the problem.
https://www.moneythumb.com/?ref=110
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I can assist you in the process of inputting transactions into QuickBooks Self-Employed by manually adding them from a CSV file, @Tcollins.
Many banks allow you to download transactions from their website in CSV format, and you can upload CSV in two different formats. These are the 3-column and 4-column format.
Here are the steps to upload CSV files and import your transactions into QuickBooks.
- Navigate to the Profile ⚙ icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
Additionally, if you conduct your self-employed work from a home office rather than a separate location, you might be eligible to claim deductions for certain expenses. See this page for more information: Track home office deductions in QuickBooks Self-Employed.
You can still add your comment in this thread. We are willing to provide more information importing through CSV files. Keep safe.
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Banking
It might be a formatting issue, QuickBooks can be picky about column names and data types. If it keeps failing, you could try a tool like Skyvia to load the CSV with mapping control and automation. [Removed]