getting started

Hello Bigmax, 

Welcome to the Community! It's great to see that you're using QuickBooks Self-Employed to simplify your bookkeeping. I can shed some light on how to manually enter your transactions.

Transactions can be recorded in QuickBooks Self-Employed by either connecting your bank account to the bank feed or by manually uploading a CSV file containing your transactions. Since you're manually entering the data, you'll download a CSV file from your online banking website containing the transactions that you're trying to enter.

The steps to download the CSV file will vary between different financial institutions, so follow the instructions on your bank's website to get the necessary document. Once you have it, you can import the CSV file into QuickBooks Self-Employed by following these steps: 

• Navigate to the Gear icon, then Imports.
• Select Import transactions for the account you want to add transactions to.
• Click Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
• Select the file and click Open to start the import.
• Review the column headers and data. Ensure that the Date, Description, and Amount columns on the CSV file match the columns and order in QuickBooks to avoid issues during the import. The other column headers can be in any order.
• Select Continue to complete the import.

After following these steps, your transactions will be added to QuickBooks Self-Employed. I recommend checking out the following Community articles for more information about transactions:

• Manually import transactions into QuickBooks Self-Employed

• Add older transactions to QuickBooks Self-Employed

• Categorize transactions in QuickBooks Self-Employed

Please let me know if you have any other questions!