Need to import older transactions. I'm following instructions to the letter, but it won't upload. CSR was useless.

Hi sjstern79,

I'm here to help you with uploading your older transactions to QuickBooks Self-Employed (QBSE). I understand that you've already contacted our Support team, but I want to make sure your experience is as smooth as possible.

To begin, your transactions should be formatted in a CSV file so that they can be easily imported into QBSE. You have the option to use either the 3-column or 4-column format. For detailed instructions on formatting CSV files in Excel for importing bank transactions into QuickBooks, you can refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.

Once you have your CSV file ready, you can proceed to upload the transactions to QBSE. To do this, you can follow the instructions provided in the Step 3 section of this article: Add older transactions to QuickBooks Self-Employed.

By following these steps, you should be able to successfully upload your older transactions into QBSE. If you encounter any difficulties or have further questions, feel free to ask for assistance.