You've come to the right place for assistance, jasinta. Let me help you import CSV files in QuickBooks Self-Employed.
With QuickBooks, you can connect your bank or credit card accounts directly to your company file or add transactions manually from a CSV file and import them. Also, most banks allow you to download transactions from their website into a CSV.
To guide you on how to upload a CSV file, please refer to the steps below.
Here's how:
- Go to the Profile ⚙ icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
Additionally, you'll want to visit this reference to learn how to check the format of the CSV file you got from your bank: Format CSV files in Excel to get bank transactions into QuickBooks.
Furthermore, you can modify and categorize these transactions to ensure your financial records are correct.
Let us know in the comments below if you require additional assistance importing transactions in QBSE. We're always here to help. Have a good one!
