Hi there, oneiric27.
Let me provide insights on how importing bank or credit card transactions works in QuickBooks Self-Employed. I'll also ensure you can manage them efficiently and send feedback so your suggestion is forwarded to the Product Development Team.
The transactions are classified as credit or debit depending on your CSV format. Since the entry appears as a credit instead of a debit, the best solution to fix it is to reimport the entries and make sure to properly order them in your CSV. Before doing so, exclude the imported data first to avoid duplicate ones.
Then, you can refer to this article for detailed guidelines on how to accurately format the data in the CSV: Format CSV files in Excel to get bank transactions into QuickBooks.
On the other hand, importing your data as Cash is determined by the type of your entries and the description associated with them. If the transaction is intended for cash, select that option in the CSV; otherwise, enter expenses as needed.
Then, please know that we are committed to providing a reliable and efficient platform that meets your needs. I recommend submitting feedback about having the ability to create a virtual account and name it "Apple Card". This recommendation is sent to our engineer for consideration in future updates.
Here's how:
- Click the Assistant.
- Enter Send feedback from the chatbox.
- Tap on Add a feature and enter your suggestion.
- Once done, click Yes.
In case you need steps on how you can manually enter sales income and expenses within QBSE, you can read this article: Manually add transactions in QuickBooks Self-Employed.
Just click the Reply button below if you have some follow-up questions about managing your transaction in QBSE. I'd be glad to help you some more, oneiric27. Take care.
