What formatting is required to upload transactions into QB Self employed?

Hi there jasonprowse,

It's great to see you're checking up on the formatting needed for uploading transactions in QuickBooks Self-Employed. Doing that can save time when you're working with the information in your books, so I can appreciate why you'd want to take this step. I can help.

When uploading files for transactions to QuickBooks Self-Employed, the program calls for a CSV file type. This article touches on that, as well as highlights the options for manually bringing that information into the program: Manually import transactions into QuickBooks Self-Employed

If you're already using a CSV file and that's what you're interested in learning the formatting for, I recommend trying the steps outlined in this article: Format CSV files in Excel to get bank transactions into QuickBooks. The article is primarily tagged for QuickBooks Online, but you may be able to use it for QuickBooks Self-Employed as well since the bank feeds are similar for both programs. Give it a shot.

For further assistance, don't hesitate to reach out to the QuickBooks Self-Employed support team using the following steps.

1. Select the Assistant feature.
2. Type and enter "talk to human" in the chat box.
3. Follow the prompts.

I hope you enjoy the rest of your day.