Import missing transactions from Excel

We appreciate you posting your concern here in the Community, emeliechangpanhu.

I'll provide the information you need to upload missing transactions seamlessly.

Following the appropriate formatting when uploading a CSV file of your transactions is essential in QuickBooks Self-Employed to avoid related issues during the process.

Since you've mentioned using the 4-column format, note that it should contain Date, Description, Credit, and Debit columns. The order of these columns and data should also match QuickBooks.

On the other hand, if you encounter any error, you can refer to this article and scroll down to Fine-tune the formatting section for guidance: Format CSV files in Excel to get bank transactions into QuickBooks.

Once you're ready to import your transactions, you can utilize this material for the detailed steps: Manually import transactions into QuickBooks Self-Employed.

Moreover, you might want to review these resources to learn how to categorize your income and expenses to keep your record accurate:

• Categorize transactions in QuickBooks Self-Employed
• Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed

Notify us immediately if you have additional questions when uploading missing transactions or other related concerns in QuickBooks Self-Employed. We're here to help.