Skip to main content
August 15, 2021
Question

If my bank does not allow CSV downloads what do I do? I need to Import some statements because Somehow a connection was lost to Quickbooks.

  • August 15, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

RenjolynC
August 15, 2021

Hello, jrhughes16.

 

I'd be happy to share some options to help you add the transactions in your QuickBooks Self-Employed account.

 

You can either create a spreadsheet or manually add the details in the Transactions page. 

 

To add a new transaction on a web browser,  you can follow these steps:

 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. From the Select a category menu, choose the best category to organize your transaction. 
  4. If you have a receipt, you can drag and drop it onto the form.
  5. When you’re done, click Save.

If you want to use the mobile app, the instructions are included in this article: Manually add transactions in QuickBooks Self-Employed.

 

For creating a spreadsheet, you need to make sure the data is in the correct format. 

 

Here are the available formats:

 

  • 3 column format: This format has a DateDescription, and Amount column.
  • 4 column format: This format has a DateDescriptionCredit, and Debit column.

For reference, check out the details in this link: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once you're done adding the transactions on the spreadsheet, save it as a CSV file. Then, follow these steps to import the data into QuickBooks Self-Employed:

 

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

Lastly, review and categorize the transactions to help organize your expenses more accurately.

 

If you have any follow-up questions regarding the process, or you need help with other task, please let me know in your reply below. I'd be glad to provide the steps. Have a good weekend!

Fiat Lux - ASIA
August 16, 2021

@jrhughes16 

Another option, utilize the SlickConnect. 

https://www.moneythumb.com/?ref=110