What are the exact columns I need to upload older transactions? It seems that my bank download has many I don't need.

Hey there Danica,

Welcome to the QuickBooks Community! You've come to the right place for support. The Online Banking or Bank Feeds feature in QuickBooks Self-Employed is one of the most helpful and time-saving features and many users love it. I know that sometimes it's necessary to upload older transactions than those that are brought in by the program automatically. Let me help make sure you're able to do that successfully.

It sounds like you're already familiar with the process to Add older transactions to QuickBooks Self-Employed  but I'll go over the steps as a refresher:

1. While accessing QuickBooks Self-Employed from a web browser on a computer, please access the Transactions page.
2. From the Account: All drop-down menu, select the account you want to upload transactions into.
3. Use the Date drop-down and choose All. Hit the Date header to sort the list by date, then take note of the oldest transaction date that's been uploaded.
4. Access your bank's online banking portal and follow the steps provided by your bank to download your transactions as a CSV file. 
5. Set the date range for at least one day prior to the oldest transaction in your QuickBooks account.
6. Follow instructions to finish the download.
7. Within QuickBooks Self-Employed, navigate to the Gear icon, then choose Imports.
8. Click Import older transactions for the appropriate account, then Browse to find the file that you downloaded from your bank.
9. Choose the file and hit Open to start the import. 
10. Review the column headers and data, then select Continue to complete the import. 

You'll want to follow up these steps by reviewing what you imported to ensure there aren't duplicates. Your post leads me to believe that you may have duplicate transactions that you've imported, and in that case you can simply delete the duplicates since you won't want to approve them twice. 

I want to pay close attention to number 10 within my steps above, which indicates that you should "Review the column headers and data". I believe that this may be what you're stuck on, and I want to explore this further. Your CSV file should have the Date, Description, and Amount columns first, in that order, as per how they appear in QuickBooks. The remaining columns can be in any order. If the file you've downloaded from your financial institution looks a little different, you'll want to reorder the columns to ensure that the three I identified are ordered correctly. This should ensure that your transactions import seamlessly. 

I'm confident that you'll be importing your older transactions like a pro in no time, but if you have any follow-up questions you know where to find me! Enjoy your weekend.