Can anybody assist me in importing transactions? I have downloaded and converted and nothing works. About to slam my head in a door

What file format did you download from your bank?

Hi there, Bcservices.

I understand the importance of getting your transactions uploaded successfully to QuickBooks Self-Employed (QBSE). I appreciate the effort you’ve put into preparing your statements and want to ensure we resolve this issue so you can manage your business efficiently.

To begin, please ensure you double-check the format of your file. Once you’ve verified the format, try reuploading it. If the issue continues, I recommend contacting our live support team for further assistance. They can help diagnose the issue and provide a solution to resolve your concern.

Here’s how to contact them:

1. Go to the Help panel in QBO.
2. Go to the Search tab, and enter keywords like contact support for instructions.
3. Select Contact Us.
4. Choose either Chat or Callback to connect with an expert.

You can also refer to this article for guidance on formatting your CSV file: Format CSV files in Excel to import bank transactions into QuickBooks.

Note: While this article is designed for QuickBooks Online, the formatting details are also applicable to QuickBooks Self-Employed.

If you have any additional concerns about QuickBooks, please reach out to us again. We’re always here to assist you.