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February 20, 2021
Question

I need help importing my CSV from Square sales to my transactions for income.

  • February 20, 2021
  • 1 reply
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1 reply

February 20, 2021

I'm here to ensure you're able to import your Square sales transactions in QuickBooks Self-Employed (QBSE), @poorventrue. This way, you can keep your account updated and monitor your income accordingly.

 

You can easily import your Square sales transactions using a CSV file in QBSE. Let's utilize the Imports feature and get them into your account. Whenever you're ready, here's how:

  1. Go to the Profile or Gear icon.
  2. Select Imports.
  3. Click Import transactions.
  4. Follow the onscreen steps to upload the CSV file.
  5. Select Import.

 

After that, you'll have to categorize your Square transactions in the Transactions menu. This way, you're able to put them on the correct line of your Schedule C form. For the step-by-step guide, you can refer to this article: Categorize transactions in QuickBooks Self-Employed.

 

Let me know how it goes in the comments below. If you have other importing concerns or inquiries about managing your income transactions, I'm just around to help. Take care always.