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March 5, 2021
Question

Can I upload Settlements to process?

  • March 5, 2021
  • 1 reply
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1 reply

Adrian_A
March 5, 2021

I'll take it as you're referring Settlements as bank transactions to be uploaded, poolbadboy.

 

We can bring in your data to your QuickBooks Self-Employed account. Let me guide you how:

 

  1. From the Gear icon, select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

 

Afterward, you can categorize the transactions. I've added this article as your guide: Categorize transactions in QuickBooks Self-Employed.

 

I'm just a post-away if there's anything that I can help. Keep safe!