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Dali748
June 2, 2022
Question

How to import data from GoDaddy Bookkeeping CSV file into QuickBooks Self-Employee?

  • June 2, 2022
  • 2 replies
  • 0 views

Hi,

I exported my transactions CSV file from GoDaddy Bookkeeping and I'm trying to import this data to my QuickBooks Self-Employed account; however, I'm not able to match up all the columns with the options that QuickBooks provides.

 

In the GoDaddy data there are columns for "Category" and "Payee" but I see that these are not column options for the import.  I'm not going to be able to manually enter in the "Category" and "Payee" information for all my transactions; is there anyway to successfully import this data so it shows properly in QuickBooks?

 

Thank you!

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
June 2, 2022

QBSE is a stand alone product. You can only import bank transactions. Consider to open QB Online account instead to import your data or purchase a 3rd party conversion service.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

M
MaryGraceS
June 2, 2022

Let's ensure to import your data correctly into QuickBooks Self-Employed, Dali748. 

 

Ideally, when you use spreadsheets, this lets you import the information correctly. You'll want to manually upload your transactions with a CSV file. To do this, follow the steps below:
 

  1. Go to the Profile icon and select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

However, we still recommend connecting your accounts to online banking to simplify money management and for easier and more convenient transactions. But if you still want to import your data using GoDaddy Bookkeeping, I suggest reaching out to their support team so they can provide you with several ways how to do it.

 

On the other hand, QuickBooks puts transactions on the correct line of Schedule C when categorizing transactions. To learn more about how to do it, I've got this article for your guide: Categorize Transactions In QuickBooks Self-Employed.

 

Drop a reply below if you have any questions or concerns about importing. We're here to help you as always.

D
Dali748Author
June 2, 2022

Thank you for the replies!

 

This isn't helpful, please see screenshot image link below of my CSV export of transactions from GoDaddy Bookkeeping website. 

 

Where in QuickBooks Self-Employed can I select "Category" and "Payee" columns from the "import transactions" QuickBooks page?

 

https://gyazo.com/73c84f0f69b3ccd950069f372b2f9029

 

Thank you!

R
RCV
June 2, 2022

Thanks for reaching out to the Community about your concern, @Dali748.

 

In QuickBooks, we can only upload CSVs with either the following 3-column or 4-column format. These are the only columns QuickBooks can handle and each bank formats CSV files differently. This means you may not be able to import CSVs from certain banks since files don't have the format QuickBooks needs.

 

The 3-column format has a Date, Description, and Amount column. While the 4-column format has a Date, Description, Credit, and Debit column. To import them successfully, let's make sure your CSV file is formatted correctly. Just check out this article for some guidelines: Import bank transactions using Excel CSV files. Check out this guide for more information on how to move previous bank data into your company: Manually import transactions into QuickBooks Self-Employed.

 

Once done, manually categorize the payee and category by following the steps below: 

  1. Go to the Transactions menu.
  2. Find a transaction on the list.
  3. Select Business if the transaction was for business, or select Personal for personal. If the transaction was both, select Split.
  4. Review the category in the Category column. QuickBooks tries to categorize transactions for you.
  5. If you need to change the category, select the category link. Select a general type, and choose a more detailed category.
  6. When you're done, press Save.

 

Here's an article you can refer to for more details about categories in QuickBooks Self-Employed. You can also create and use rules to quickly categorize recent and past transactions in your QuickBooks Self-Employed account. For the detailed steps, please head to this link: Create rules to speed up reviews in QuickBooks Self-Employed.

 

Leave your comment below if you need further assistance when importing the CSV file. I am here to help. Have a nice day. 

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