There is no "Import transactions hyperlink" in the bottom of the Accounts page. How do you import transaction from another account that QBSE doesn't support?

Hi, Robyn.

Thank you for reaching out. I see the importance of having all your financial data easily accessible and accurately tracked.

Since your bank or provider is not supported in QuickBooks Self-Employed (QBSE), I encourage you to request support to help expand our list of compatible financial institutions. This process allows us to prioritize the addition of banks that our customers need the most.

Follow these steps to request:

1. Log in to your QuickBooks Self-Employed account.
2. Go to Profile, then select Connect Bank.
3. Enter the name of your financial institution in the search bar.
4. If your bank does not appear in the list, you will see a message that says, "Hmm, we can't find [name of the bank you entered] in our list of supported providers."
5. Click the Request button and enter the necessary details, such as your bank's full name and sign-in URL.
   
   

It helps our product engineering team gather the information needed to consider adding your bank to our supported list in the future.

While waiting for your bank to be supported, you can still manually import your transactions into QBSE using a CSV file. However, since the Import Transactions hyperlink button is not showing up on your QBSE account, your browser's cache may be interfering with QuickBooks functionality.

Clearing your browser's cache helps ensure that outdated or conflicting data doesn't prevent QBSE features from loading. You can refer to this article for the detailed process: Clear cache and cookies to fix issues.

If the issue persists, access your QBSE using a different web browser, such as Chrome, Firefox, Safari, or Edge, and import your transactions again. Doing so will determine if the problem is specific to the one you are currently using.
 

Please leave a reply below if you have any more questions or run into any other issues. We're here to help.