I have a .qbo file ( from my unlisted credit card)how do I upload into self employed. The link says no longer available

I've requested the credit card be added. This seems pretty straight forward but when you go to transactions and click on more info it says the information has been removed. Screen shot attached

self_employed_screen_shot.pdf

Answer

Thanks for reaching out to us, donaldfeldman1,

Let me help share information about importing data in QuickBooks Self-Employed (QBSE).

Currently, QBSE only supports a .CSV file in which there are formats that need to consider before importing transactions. These are:

  • Make sure the file is on a CSV (comma-separated values) format.
  • Check if the file has blank lines, if it does delete them.
  • Please make sure to select the column header labels (from the dropdowns) that match the column header labels in your CSV file.
  • Your CSV file should contain the following information: Date, Description and Amount.

Once the format is verified, to import data just follow these steps:

  1. Open QuickBooks Self-Employed in a web browser.
  2. Select the Gear icon at the top.
  3. Select Imports.
  4. Select the account you want to import into. Make sure it's the same account you downloaded data from.
  5. Follow the instructions to finish importing your data.

You'll be prompted with a message once the import is successful.

That’s it! If you have further questions about importing data in QBSE, please let me know. Have a great day!

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