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.
