Hello there and welcome to the QuickBooks Community!
I love that you're using QuickBooks Self-Employed to track the income and expenses for your business. It's essential that you're able to view transactions older than the 90 days that will automatically pull through. This is an easy process, so let me give you a hand with it.
When you connect your bank account or credit card to QuickBooks Self-Employed, transactions between 30 and 90 days old are automatically imported into your books. Needing older transactions is common, especially for those looking to enter data from previous years. Here's how you can Add older transactions to QuickBooks Self-Employed:
- Navigate to the Transactions menu and choose the appropriate account from the Account: All dropdown.
- Choose All from the Date dropdown, then choose the Date column header to sort the list of transactions by date.
- Make note of the date of the oldest transaction that's been pulled in.
- Navigate to your financial institution's online banking portal.
- Follow the steps for your bank to download your transactions as a .CSV file, selecting the date range to be at least one day prior to the oldest transaction already pulled into your feed.
- Within QuickBooks Self-Employed from your computer's internet browser, choose the Settings Gear.
- Choose Imports, and select the Import older transactions for the appropriate account.
- Hit Browse to find the file you downloaded, then hit Open to import the transactions.
- Ensure that the Date, Description, and Amount column headers match the order that they appear in QuickBooks Self-Employed, then hit Continue to finish the import.
Now you'll need to check for duplicate transactions and delete any if they should appear. You'll also want to review your transactions to ensure that the correct range of dates has pulled through as expected.
You mentioned that you're looking to pull these older transactions in so that you can do your taxes for 2020, so I'd just like to mention that you won't be able to prepare or file taxes using QuickBooks Self-Employed. You can track sales tax on your income and expenses, as well as prepare a Tax summary within the Taxes tab, which can be downloaded and used to complete your filing elsewhere. Here's a great article if you'd like to learn more about the tax functionality in QuickBooks Self-Employed: Sales Tax overview.
If you're looking for a software that'll allow you to prepare your filing and record remittances, QuickBooks Online might be the right fit for your business. Check out the Plans & Pricing page on our website to learn more about the features that are included. You can navigate to the Set up sales tax section of this article to learn more about how the Sales Tax module works in QuickBooks Online.
Don't hesitate to reach out if you have further questions. It's what I'm here for!
