Thanks for reaching out to the Community about your concern, @Dali748.
In QuickBooks, we can only upload CSVs with either the following 3-column or 4-column format. These are the only columns QuickBooks can handle and each bank formats CSV files differently. This means you may not be able to import CSVs from certain banks since files don't have the format QuickBooks needs.
The 3-column format has a Date, Description, and Amount column. While the 4-column format has a Date, Description, Credit, and Debit column. To import them successfully, let's make sure your CSV file is formatted correctly. Just check out this article for some guidelines: Import bank transactions using Excel CSV files. Check out this guide for more information on how to move previous bank data into your company: Manually import transactions into QuickBooks Self-Employed.
Once done, manually categorize the payee and category by following the steps below:
- Go to the Transactions menu.
- Find a transaction on the list.
- Select Business if the transaction was for business, or select Personal for personal. If the transaction was both, select Split.
- Review the category in the Category column. QuickBooks tries to categorize transactions for you.
- If you need to change the category, select the category link. Select a general type, and choose a more detailed category.
- When you're done, press Save.
Here's an article you can refer to for more details about categories in QuickBooks Self-Employed. You can also create and use rules to quickly categorize recent and past transactions in your QuickBooks Self-Employed account. For the detailed steps, please head to this link: Create rules to speed up reviews in QuickBooks Self-Employed.
Leave your comment below if you need further assistance when importing the CSV file. I am here to help. Have a nice day.
