New to QBO self-employed. Moved banks in March. How can I manually enter bank data from a closed account so that the QB is accurate for this calendar year?

I'm glad to help and guide you through the steps on how to enter your bank transactions in QuickBooks, truenorthcoachco.

QuickBooks Self-Employed (QBSE) lets you add older transactions. Just download statements from your bank using a CSV file format. Then, import them so your entry for this calendar year has accurate records.

Please follow these steps:

1. When you're ready to import, open QuickBooks on a laptop or computer.
2. Open QuickBooks Self-Employed in a web browser.
3. Go to the Profile ⚙ icon and select Imports.
4. Select Import transactions.
5. Follow the onscreen steps to upload the CSV file.
6. Select Import.
    

Once done, you can review and categorize those transactions to put them in your accounts. If you see duplicate entries, you need to exclude them.

Let me know if there's anything else you need with your bank transactions. I'm always right here to help you.