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vseavello
March 8, 2025
Question

why does import filter out transactions when they don't appear in QBSE Transaction UI?

  • March 8, 2025
  • 1 reply
  • 0 views

import older from CSV file filters out all transaction in my file even though the UI doesn't show the transactions. Has QBSE auto import from bank left breadcrumbs of transaction not downloaded which is interfering with my attempt to import transactions?

1 reply

M
Mark_AG
March 8, 2025

Hi there,

 

You've raised an good point regarding potential residual data from previous bank downloads. This issue stems from the connection between your bank and your QuickBooks Self-Employed (QBSE) account. While that's a key factor, there are several other potential causes. Let's explore them and find a solution.

 

Here are the possible causes:

 

  • When you're bank is connected with QBO and is uploading transactions automatically, we're only depending as to what you're bank is uploading transactions through QBO.
  • To ensure the transactions aren't included in QBSE User Interface, exclude or delete them from your CSV file directly so it won't be imported in QBSE automatically.

 

Here's how to exclude or delete the transactions directly from your CSV files:

 

  1. Open your CSV file in a spreadsheet software.
  2. Select the transactions you'll want to exclude.
  3. Delete the entire row of the transactions.
  4. Save the CSV file.
  5. Import it again.

 

After importing successfully, you can now create rules to speed up categorization of transactions in your QBSE account. This feature helps you categorize your transactions automatically.

 

Please don't hesitate to leave a reply if you have further concerns besides importing transactions into your QBSE account. I'd be glad to help.

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