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Mar 23, 2024 9:41 PM UTC
Solved

Is there no help available here anymore?

Trying to get my taxes done and need help with certain expenses not showing up
ArielIAnswer
Mar 23, 2024 11:46 PM UTC

Help is here, @gyanarthi.

 

I can help you address the missing transaction in QuickBooks Self-employed (QBSE).

 

You can download your transactions in a CSV file and manually upload them into QBSE. I'll show you how.

 

  1. In QuickBooks Self-Employed, select the Transaction menu.
  2. Choose the transaction types, accounts, and time period you want to download from the drop-down menus.
  3. From the top of the transaction list, select the Download icon.
  4. Save the file.

 

Since most banks allow downloading up to 90 days worth of transactions, you can consider Manually adding transactions in QuickBooks Self-Employed.

 

Furthermore, I suggest inputting your self-employed tax details into TurboTax Self-Employed or TurboTax Live to prepare for filing your taxes.

 

For future help, check out this article to learn more about categorizing transactions: Categorize and edit transactions in QuickBooks Self-Employed.

 

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

2 replies

ArielIAnswer
Mar 23, 2024 11:46 PM UTC

Help is here, @gyanarthi.

 

I can help you address the missing transaction in QuickBooks Self-employed (QBSE).

 

You can download your transactions in a CSV file and manually upload them into QBSE. I'll show you how.

 

  1. In QuickBooks Self-Employed, select the Transaction menu.
  2. Choose the transaction types, accounts, and time period you want to download from the drop-down menus.
  3. From the top of the transaction list, select the Download icon.
  4. Save the file.

 

Since most banks allow downloading up to 90 days worth of transactions, you can consider Manually adding transactions in QuickBooks Self-Employed.

 

Furthermore, I suggest inputting your self-employed tax details into TurboTax Self-Employed or TurboTax Live to prepare for filing your taxes.

 

For future help, check out this article to learn more about categorizing transactions: Categorize and edit transactions in QuickBooks Self-Employed.

 

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

gyanarthiAuthor
Mar 24, 2024 2:29 AM UTC

thank you Ariell!!