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January 25, 2021
Question

Why do transactions only date back to July?

  • January 25, 2021
  • 1 reply
  • 4 views
No text available

1 reply

JasroV
Level 8
January 25, 2021

Good day to you, @jake330b.

 

There’s a possibility that your transaction list is filtered to July. Thus, it only shows those transactions for that month. To get around this issue, let’s filter the date to All to isolate this issue. Let me show you how:

 

  1. Sign in to your QuickBooks Self-Employed (QBSE) account.
  2. Go to the Transactions menu.
  3. Select All from the Date drop-down menu.

 

If this is not the case, try logging out and logging in to your account to isolate this. If the issue persists, I recommend clearing your browser cache. Cache data help load page faster on your next visit. However, when gets outdated it causes issues that affect the performance of your account.

 

Clearing your browser cache is the quick fix for any uncommon issue with QBSE. If it still doesn’t work, I recommend using other supported browsers. This way, we can verify if this is a browser-integrated issue. 

 

However, if you’re referring to your QBSE mobile app, you can follow the troubleshooting steps provided in the article. Though it’s for QuickBooks Online (QBO) mobile app, it also applies to QBSE: Troubleshooting Quick-Start Guide for the QuickBooks Online app.

 

Once everything looks good, you might want to check this link that you can use for reference in categorizing your transactions.

 

Let me know in your reply if there’s anything else I can help you with. I’ll be around ready to assist you. Keep safe and stay well.