trying to import transactions from my credit card it is in CSV but importing files, does not account for my airline points do i list as credit even if its air points


Hello, titalei1,

Let me get the help you need in importing your data in QuickBooks Self-Employed (QBSE).

To start, double check the format of your file if it is one of the accepted format when importing transactions in QBSE and make sure that your file doesn’t break the following formatting restrictions:

  • Make sure the file you’re trying to import is a CSV (comma-separated values) file, not an XLS (Excel) file or other type of spreadsheet.
  • Make sure the file you’re trying to import doesn't contain any blank lines. If it does, delete them and try again.
  • After you upload the file, make sure you select column header labels (from the dropdowns) that match the column header labels in your CSV file before you click Import transactions. Most of the time we're able to match label names correctly, but it doesn't hurt to check.
  • Make sure that you have the correct date format: DD/MM/YYYY.

Once verified to import transactions, here’s what you’ll need to do:

  1. Click Gear icon at the top.
  2. Select Imports.
  3. Select the account you want to import into. Make sure it's the same account you downloaded data from.
  4. Follow the instructions to finish importing your data.

As for your airline points concern, are you referring to categorizing transactions? Can you please provide more details so I can help you further?

Looking forward to hearing from you. Have a great day!

Was this answer helpful? Yes No
Default user avatars original
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.