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4 replies

LouiseG12QuickBooks Team
QuickBooks Team
April 14, 2024

I'm here to help you upload your Venmo statements' CSV file to QuickBooks Self-Employed (QBSE), Erin. 

 

If you connect your bank and credit card accounts in QBSE, you can add your transactions directly. 

 

Otherwise, you can import the transactions using the supported browser and ensure that the CSV file's column header and data match the columns and order in QuickBooks.

 

To import your Venmo transactions, follow these steps:

  1. Go to the Gear icon and select Imports transactions.
  2. Follow the onscreen steps to upload the CSV file.
  3. Then, select Import.

 

Once the entries are uploaded, it's essential to categorize them correctly to ensure they're assigned to the correct line of your Schedule C.

 

If you have any questions or need further assistance when managing your bank transactions, I'm just one click away. Have a good one!

erinrosegreene-gAuthor
April 14, 2024

Thank you! But I have been there. I receive an error message.

 

”error importing. Darn. File upload failed. (Probably our fault.) Please give it another try.  If you see this message again, you might need to contact us.”

 

i have tried multiple times and I have also tried redownloading the csv files from Venmo.

 

my Venmo is connected but the transactions between June and December 2023 are missing.

SheandLQuickBooks Team
QuickBooks Team
April 14, 2024

I appreciate the steps you've taken, erin. I'm here to ensure this will be addressed promptly.

 

It's crucial to get this issue resolved about how your CSV files from Venmo aren't properly uploading. The best course of action we can take is to reach out to our support team so they can investigate and provide the necessary assistance to fix this. They have the expertise and equipment that can help you fix this issue efficiently.

 

Here's how you can contact them:

 

  1. Sign in to your QBSE company.
  2. In the upper right corner, click on the Help icon.
  3. Click Contact Us.
  4. Type “talk to a human”, and then select Continue.
  5. Choose how you want to connect with us:
  • Have us call you - Get a call from a support.
  • Chat with us - Start a conversation with an expert.

 

After uploading your transactions from your bank, you can read this article for guidance on categorizing these entries: Categorize transactions in QuickBooks Self-Employed.

 

I'm always around the corner if you need help in uploading these CSV files to your QBSE account. Don't hesitate to reply to this post.

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