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December 24, 2019
Question

How do I import the csv file from my Self Employed app to the quickbooks application?

  • December 24, 2019
  • 1 reply
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1 reply

December 24, 2019

Hi there, 

 

You've come to the right place for help. I'll be happy to give you a hand with importing your Self-Employed files to QuickBooks Online. 

 

First, you'll need to export your QBSE data by following the steps below (I've used Bank Transactions as an example here): 

  1. Start in QBSE, then select Transactions from the Navigation bar
  2. Select the option to Download Transaction into a CSV file
  3. Name and Save the CSV file

Once you have the CSV saved on your computer, you can import the data into QBO. Here's how:

  1. Open a new QBO Essentials or Plus company
  2. Select Banking from the Navigation Bar
  3. Choose Upload File
  4. Browse to the location of your saved CSV file of downloaded QBSE transactions
  5. Map the CSV Data from QBSE into QBO, confirm mapping of column names for import
  6. Perform the necessary Account Mapping to map the transactions into the QBO Chart of Accounts. QBSE uses “categories” instead of a real Chart of accounts. These “categories” do not convert, so just like when using bank feeds, you'll need to map the transactions to the appropriate Chart of Accounts in QBO.

Give these steps a try. In case you have further questions, don't hesitate to reach out to our support team using this link