I've got methods to help you import a CSV file from your bank to QuickBooks Self-Employed (QBSE), @lentiloutpost.
First off, may I know the specific error message you're getting? This way, I can provide accurate information.
Importing error messages often results from an improperly formatted file. Ensure your CSV is in a 3-column or 4-column format before uploading to QuickBooks. This guidance applies to both QuickBooks Online and QBSE.
If the formatting is correct, try logging into your account using a private browser to avoid issues from outdated files or data. Use these keyboard shortcuts to open a new private window:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
Otherwise, you can use another supported browser.
Additionally, you can visit this article for future reference: Categorize transactions in QuickBooks Self-Employed.
Post again in this for clarification in importing your transactions in QuickBooks.