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February 21, 2021
Question

HI please can you help me down load from my HD as seem to of lost everything

  • February 21, 2021
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1 reply

RenjolynC
February 21, 2021

Good to see you in the Community, eyetecltd-gmail-.

 

If you're trying to download transactions in QuickBooks Self-Employed, here are the steps:

 

  1. Go to the Gear Imports.
  2. Click the Import older transactions link for the account you want to add transactions to.
  3. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  4. Choose the file and select Open to start the import.
  5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  6. Hit Continue to complete the import.

Please see this article and the sample screenshot for reference: Add older transactions to QuickBooks Self-Employed

 

 

You can also import the transactions manually. You can find the steps here: Manually import transactions into QuickBooks Self-Employed.

 

On the other hand, if you'd like to download a report, you can follow these steps:

 

  1. Go to Reports on the left panel. 
  2. Find the report and select the Date.
  3. Click the Download link.

Please see these articles for more information: 

 

I'm here to help you out if you have any additional questions or concerns with your QuickBooks Self-Employed account. Take care and stay safe!