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October 11, 2021
Question

Once you've imported a file to Self Employed, how do you change the sign from positive to negative for the amount?

  • October 11, 2021
  • 1 reply
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1 reply

October 11, 2021

Hi there, import-csv.

 

Positive numbers can tag expenses as income. You'll want to add a negative sign (-) for the amounts.  Let's start by reviewing the format of the spreadsheet. You can bring in bank transactions to QBSE using Excel CSV files. You can use either a 3-column or 4-column format.

  • 3-Column - This format has a DateDescription, and Amount column. Thus, make sure the amount is negative to identify the expense transaction. 
  • 4 Column - This format has a DateDescriptionCredit, and Debit column.

If you downloaded it, you need to import it manually and exclude the incorrect one. Here's how: 

  1. Go to the Gear icon, then select Imports.
  2. Click Import older transactions under Action.
  3. Under the Files imported section, click the trash can icon for the file you want to remove.
  4. Choose Delete when prompted.

Here are some helpful resources that will ensure your success:

Please come back and post about your results in getting that error message resolved. I'm determined to ensure your success.