Payments

I can assist you in importing transactions through a CSV file in QuickBooks Self-Employed, Black Parrot.

Many banks allow you to download transactions from their website in a CSV format, and you can upload CSV in two different formats. These are the 3-column and 4-column layout.

Here are the steps to upload CSV files and import your transactions into QuickBooks:

1. Navigate to the Profile ⚙ icon and select Imports.
2. Select Import transactions.
3. Follow the onscreen steps to upload the CSV file.
4. Select Import.

Additionally, you can utilize these references to help you review customer sale entries and put the transactions to the correct line of your Schedule C:

• Categorize transactions
• Schedule C and expense categories in QuickBooks Solopreneur and 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.