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A
ashleymabarker
May 23, 2024
Question

Trying to import transactions from a connected bank. cancelled my subscpt 10months ago and QBSE is missing those transactions, importing CVS but error message comes up

  • May 23, 2024
  • 1 reply
  • 0 views
The bank account is already connected but missing those 10 months of transactions, from the date I unsubscripted.  Trying to import them via import missing transactions with a CVS file but it's giving me and error message.   I reduced the file to 3 columns -  date - transaction - amount.  but it's still giving me the error message.   

1 reply

S
SIAB
May 23, 2024

Try csv2qbo

(link removed by moderator)

 

A
AileneA
May 23, 2024

This is not what we want you to experience, Ashley. I'll ensure you can see your missing transactions in QuickBooks Self-Employed (QBSE). 

 

But before we get started, I'd like to ask what bank you are currently using or what specific error message you are receiving. This will help me identify the issue and investigate with your bank if we're currently having an ongoing problem.

 

To proceed, I'd like to share why your transactions went missing. It is possible that the connection between your bank and QBSE was disconnected, which is why your 10-month transactions are missing. To successfully import your CSV file, make sure that the columns in the CSV file match the fields required by QuickBooks Self-Employed, such as date, description, amount, and category. Make sure that there are no missing or extra columns and no special characters in the file that might cause any issues during the import process.

 

Also, you must select the Include all transactions option and continue with the process. Here's how:

 

  1. Go to the Profile ⚙ icon and then select Import transactions.
  2. Find your bank account and choose Import older transactions.
  3. Click Browse and select the CSV file you want to import.
  4. You'll be routed back to the Import transactions window. From there, select the Include all transactions option.
  5. Follow the onscreen steps to upload the CSV file and click Continue.

 

For more details about manually importing transactions in QBSE, see Manually import transactions into QuickBooks Self-Employed.

 

Once done, go to the Transactions menu and categorize your imported transactions. By categorizing the transactions, QuickBooks will be able to assign them to the correct line of your Schedule C.

 

I'm all ears if you have other banking concerns or questions about managing transactions in QBSE. Drop a comment below, and I'll gladly help. Take care, and have a great day!

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