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April 17, 2022
Question

My csv files I downloaded from my bank aren’t uploading to quick books self employed.

  • April 17, 2022
  • 1 reply
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1 reply

April 17, 2022

Congratulations on making your first post here, @gungnir066-gmail. I’m here to ensure you can import your bank transactions into QuickBooks Self- Employed.

 

Before diving in, may I know if you're a getting a specific error code or message when uploading? If so, I’d appreciate it if you can add further information or a snip of it in the comment section below.

 

To properly import your CSV file into QuickBooks Self-Employed, let’s make sure it is formatted correctly. You can use either the 3 column or 4 column format.

 

The 3-column template which contains the Date, the Transaction Description, and the Amount. While, 4-column format is consist of Date, Description, and both Credit and Debit columns.

 

After reviewing the format, let’s upload your downloaded CSV file again. I’ll show you how:

 

  1. Go to the Profile icon and select Import transactions
  2. Choose the account you want to add the transactions.
  3. Click Browse and locate the CSV file you downloaded.
  4. Select the file and click Open to start the import.
  5. Review the column headers and data then tap Continue.

Also, I recommend reading the articles below to help manage your bank and credit card transactions:

 

 

Please post a reply below if you have other concerns with your transactions in QuickBooks Self-Employed. I'll be more than happy to assist you.