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October 23, 2020
Question

Hello, I am importing bank transactions via .csv file. There are approximately 4500 transactions in the file . However only 601 transactions get imported. I tried 3 times. Same result!

  • October 23, 2020
  • 1 reply
  • 1 view
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1 reply

Level 5
October 23, 2020

Hi there,

 

Glad to learn you're using QuickBooks Self-Employed to get ahead with your work. I'd be happy to share more info about importing transactions so you can start running your reports and get a forecast of how your business is doing. 

 

QuickBooks makes it simple to manage your bank transactions. I'd like for you to experience this major benefit after you've successfully imported all your bank transactions. To start, it's vital to make sure you're importing the transactions the right way. I encourage you to check out this helpful article with info on importing your bank transactions into QB Self-Employed: Manually import transactions into QuickBooks Self-Employed.

 

If you're still having issues after following the article, I suggest contacting our support team using this link here. One of our specialists can take a closer look at your account and assist with getting back on track ASAP. Feel free to ask questions in the comments below, I'm here to steer you in the right direction.