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whlbodyhlth
September 1, 2024
Question

If working on a previous year, how can I get data from my excel file that was created from my bank accounts?

  • September 1, 2024
  • 1 reply
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1 reply

MariaSoledadG
MariaSoledadG
September 1, 2024
I have a tip on how you can get this done, Whlbody.
 
Most banks let you download transactions from their website into a CSV. You can upload CSV with either the following 3-column or 4-column format. These are the only columns QuickBooks can handle.Also, each bank formats CSV files differently. This means you'll not be able to import CSV from certain banks since files don't have the format.
 
You can manually import older transactions into QuickBooks Self-Employed. But before that, ensure to get the date range so you don't get duplicates. And then, export transactions from your bank. To do so, follow the
steps below:

  1. Sign in to your bank’s website.
  2. Follow your bank’s steps to download your transactions as a CSV file. This is usually a button or link on your account page.
  3. Set the date range for at least one day before the oldest transaction in the account in QuickBooks.
  4. Follow any on-screen instructions to finish the download.

After that, import the transactions to QuickBooks. Here's how:

  1. Open QuickBooks Self-Employed in a web browser.
  2. Go to the Gear icon. Select Imports.
  3. Select Import older transactions for the account you want to add transactions to.
  4. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  5. Select the file and select Open to start the import.
  6. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  7. Select Continue to complete the import.

To give you more details on the process when adding older transactions that you downloaded, check out this article: Add Older Transactions To QuickBooks Self-Employed.
 
Additionally, QuickBooks puts your transactions on the correct line of your Schedule C so income and expenses are organized. To know more, read this article for reference: Categorize Transactions in QuickBooks Self-Employed.
 
I'm always right here if you have any questions about importing data. Have a nice day!
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