Thanks @MJoy_D - is there a simple way of knowing which transactions have been imported versus not?
Hi there, seanb-electricsa.
I appreciate you for coming back to the thread to ask for additional clarification. I'll make sure to provide information on how importing transactions work in QuickBooks Self Employed.
Most banks let you download transactions from their website into a CSV. Then, if you use spreadsheets to track everything, you can save your work in this format. That said, the option to know which transactions were imported or not isn't possible in QuickBooks Self Employed. Meanwhile, you can get a copy of your bank statement from your financial institution and compare which ones are already in QuickBooks. This will help you prevent any duplicates.
For additional details about manually importing entries, you may click this article: Manually import transactions into QuickBooks Self-Employed.
Lastly, I'm adding this article so you're able to see different details on how QBSE is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C: QuickBooks Self-Employed Overview.
Please don't hesitate to drop your comment below if you have any other questions about managing your bank transactions. I'm always here to help. Keep safe always.
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