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

Answer

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!

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