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amanda59
Level 1

I set up my business bank account in January why is it only giving my transactions for Jun and not the full year

 
1 Comment 1
LauraAB
QuickBooks Team

I set up my business bank account in January why is it only giving my transactions for Jun and not the full year

Hello amanda59,

 

Thanks for choosing QuickBooks Self-Employed to manage your books! It's a useful tool for keeping your numbers in order and I know the option to connect your bank directly to the program is a great asset. I want to make sure you can work out what's going on here.

 

When you connect a bank account to QuickBooks, it'll typically pull in the last 90 days worth of information. Since you say you had it connected back in January, it should have certainly brought in transactions from that period up until now. Since you're not seeing that, there are a couple options.

 

The first is to consider manually adding the transactions to the program. This should quickly get you back in business since it's a simple matter of downloading a file or files from your bank to upload into the program. This article explains: Add older transactions to QuickBooks Self-Employed

 

The next option is to contact the QuickBooks Self-Employed team to troubleshoot. You can reach support by using the following steps.

  1. Select the Assistant feature.
  2. Type and enter "talk to human."
  3. Follow the prompts.

I hope this helps! Feel free to stop by Community again. :)

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