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September 11, 2024
Question

I switched bank accounts and removed the old account and now all the old information is gone. Is it possable to upload bank statements manualy to self-employed?

  • September 11, 2024
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1 reply

September 11, 2024

Yes, @kragon2000, you can manually upload bank transactions to QuickBooks Self-Employed (QBSE).

 

To avoid duplicates, first check which transactions are already in QBSE before uploading new ones.

 

  1. Go to the Transactions menu and select the account you plan to upload transactions into the Account: All drop-down menu.
  2. From the Date drop-down list, click All.
  3. Click the Date column header to sort the list by date.
  4. Take note of the oldest transaction date in the account.

 

Next, log in to your bank’s website and download your transactions as a CSV file.

 

Once you have the file, open QBSE in your web browser and follow these steps to import the transactions:

 

  1. Go to Settings and select Imports.
  2. Click Import older transactions for the account to which you want to add transactions.
  3. Select Browse and find the file you downloaded from your bank. 
  4. Click the file and select Open to start the import.
  5. Review the column headers and data. Make sure the CSV Date, Description, and Amount columns match in QuickBooks. 
  6. Select Continue to complete the import.

 

After importing, review and categorize your transactions to put them in your accounts.

 

If you have any more questions about importing transactions into QBSE, feel free to ask in the thread. We're here to help!