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July 18, 2020
Question

How do I properly format a CSV to be uploaded to manual transactions?

  • July 18, 2020
  • 1 reply
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1 reply

AddieC
July 20, 2020

Hello AlvesJack, 

 

QuickBooks Self-Employed makes running your business hassle-free, with awesome convenience features like the Bank Feed. It's great to hear you're considering manually uploading your transactions in order to take advantage of this awesome tool. I'd be happy to explain how to format your CSV for a successful upload. 

 

If you don't want to connect your bank and credit card accounts to QuickBooks Self-Employed, or you can't connect an account, uploading a CSV file is the next best choice.

 

Here's an article that explains the step-by-step process of manually uploading your transactions: Add older transactions to QuickBooks Self-Employed. As explained in step number 7, you'll review the column headers and data first. Then, you're going to want to 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.

 

If you're in need of any further assistance, our dedicated Self-Employed team is here to help. You can contact them via email, or in-product using the QB Assistant.

 

I hope this helps get you back on track.

 

Have a great week!