Historic transactions

Hi, @Using material creatively.

I'm here to help provide some insights about your older bank transactions. 

The amount of data depends on your bank. It usually ranges from 30 to 90 days. Since you need the older transactions prior to this period, you'll have to export this from your bank and import it to your QuickBooks Self-Employed account.

Don't worry though because I'm here to guide you.

Here's how to export data from your bank:

1. Go to your bank's website and sign in.
2. Select the account with the data you want to export.
3. Look for a button, link, or other info that describes downloading or exporting your data.
4. Set the date range you want, and be sure to specify CSV as the file format.
5. Follow any remaining instructions to finish exporting your data.

Then import the transactions into your QBSE account:

1. Click the Gear icon at the top right of any QuickBooks Self-Employed page.
2. Click Imports in the drop-down menu.
3. Click 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.

Make sure that your CSV files have this date format dd/mm/yyyy to ensure a successful import.

I'll include the following articles below should you need it for future use.

Use rules to speed up reviewing and categorising bank transactions

Import transactions from other sources

That should do it. I'm here to help if you have additional questions about your historic transactions.