I added my bank account but I want more past months added

Hi there jatstafford,

Congratulations on getting your bank account connected within QuickBooks Self-Employed. This is a fantastic and accurate way to keep track of your income and expenses. Let me go over how you can add in some older transactions.

QuickBooks Self-Employed automatically downloads past transactions, usually between 30 and 90 days old but sometimes up to a year depending on your financial institution. Your new transactions are automatically downloaded when you sign in so you don't have to worry about bringing them in each time. I know how important it can be to add in transactions that are a little older than what downloads automatically, so please follow the steps below.

1. Navigate to the Transactions page while logged in from a computer, not a mobile device or tablet. Choose the account and select All from the Date dropdown menu. Hit the Date column header to sort the list by date and make a note of the date of the oldest transaction that has downloaded.
2. Sign in to the online banking portal for your financial institution. Follow your banks steps to download your transactions in the form of a .CSV file, selecting the date range to include one day prior to the oldest transaction already downloaded.
3. Click the Settings Gear in QuickBooks Self-Employed and hit Imports.
4. Choose to Import older transactions for the appropriate account.
5. Hit Browse to locate the .CSV file you downloaded from your bank. Choose the file and hit Open to start the import.
6. Review the column headers in the file to ensure that they match the order that the Date, Description, and Amount columns appear in QBSE. Additional headers can be in any order.
7. Select Continue to finish importing your transactions.
8. Navigate to the Transactions page once again and check for duplicate transactions. If any have come through, simply delete them.

Now you're ready to review and categorize your transactions. It's that simple! You can learn more about how to Add older transactions to QuickBooks Self-Employed by following the link.

I'm confident that you'll have no trouble with this process, but if anything comes up, you know where to reach out for support. Have a fantastic day!