Can I manually add a bank account? Every time I try to use the excel sheet in CSV file that I have, the transactions are being categorized as Cash instead of Checking.

Our bank has been closed and cannot be linked/ connected in Quickbooks self-employed but I need to have a separate account for the transactions I like to upload. 

Answer

Thank you for posting, wcsvcs.

I'm here to share some information about importing a CSV file in QuickBooks Self-Employed. 

If you don't have any banks connected to your QuickBooks Self-Employed account, the CSV file that you import will be tagged under the Cash Account. You'll have to connect your online banking account to QBSE to bring in your transactions and import CSV file under a certain account.

I can see the importance of being able to create an account where to add your imported transactions. What I can do is send this as feedback to be considered in future enhancements of QBSE. 

You can check this Import transactions from earlier date ranges article for more information. Also, if you're still new to QBSE, check this QuickBooks Self-Employed Overview article to learn more about the product.

That should do it. Let me know if you are still need further assistance or if you need more help concerning your CSV file, by leaving a comment below. I'll be here to help. Have a wonderful day. 

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IntuitMaryJoy , Community Support Specialist
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