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:
- Navigate to the Profile ⚙ icon and select Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- 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:
You can still add your comment in this thread. We are willing to provide more information importing through CSV files. Keep safe.
