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R
ryan-airwrx-com
October 24, 2020
Question

Where is the QB SE import template? I would like to import past transactions? Unfortunately, my bank does not offer a csv or xls export option for its clients.

  • October 24, 2020
  • 1 reply
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1 reply

L
LauraAB
October 26, 2020

Hi there ryan-airwrx-com,

 

Thanks for sharing those details about your bank as you're looking to import transactions into QuickBooks Self-Employed. Having a bank that doesn't offer an Excel file type can mean a little extra work on your part, but I'm here to help make it as easy as possible.

 

Since your bank doesn't offer a CSV or XLS option, you can consider creating such a file yourself to import into QuickBooks Self-Employed. Since you're looking for a template, I have a feeling that may be what you're looking to do, and I'll get you started with something you can try.

 

There isn't a Community article specifically for QuickBooks Self-Employed with a template you can use for importing transactions via these file types, but this article for QuickBooks Online is something you can consider: Import bank transactions using Excel CSV files. Although the two versions of QuickBooks work differently, the bank feed function in both is similar, so this may work for you. The article includes a table that shows how to map out the file.

 

The rest of the steps in the article won't apply to QuickBooks Self-Employed, however, so I encourage you to use the following two articles as needed once you've formatted your file.

If that's still not quite doing the trick, I recommend touching base with the QuickBooks Self-Employed team outside of Community to explore more options. The agent will be able to gather all the necessary information to work through this with you. Here's how to get in touch.

  1. Select the Assistant feature.
  2. Type and enter "talk to human."
  3. Follow the prompts.

Wishing you the best with this! Have a great week.

R
ryan-airwrx-comAuthor
October 30, 2020

Hi Laura, 

I noticed the sample xls template only has 4 rows. Technically it only has 3 rows since the first row is just a row number. I'm looking for something more sophisticated. I would like to include the purchase amount, tax amount, and categories (as labelled in QE-SE). QB doesn't necessarily apply the correct tax amount as seen on the receipts. I have these xls organized from previous years. I just want to rearrange them in a QB-SE template. It would be nice if QE created a sample template so we can organize these in the xls without any need to reorganize the categories in QB-SE as well. 

L
LauraAB
October 30, 2020

Thanks for following up, and I hear what you're saying. Having less work from template to importing the data into the program is ideal and it sounds like you've already put a lot of work into your Excel files. Our product developers love feedback about how to enhance QuickBooks Self-Employed and its efficiency, so I encourage you to leave feedback for them about this. It's a similar process to what I outlined above for contacting support, with a simple change to step two. Here's what that looks like.

  1. Select the Assistant feature.
  2. Type and enter "feedback."
  3. Follow the prompts.

Don't hesitate to share with us or contact support if you'd like to work one-on-one with a team member to go over all the options for your situation.

 

Take care. :)

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