How do I see Further back in my banking history to attach expenses

Hi there and welcome to the Community,

I know how helpful it can be to access older bank transactions while entering your income and expenses into QuickBooks Self-Employed. When connecting your accounts you can typically only load up to 90 days of transactions, but not to worry! There's a simple way to import your older transactions and I'd love to show you how.

The first step is to navigate to the Transactions menu in QuickBooks Self-Employed and choose the account from the Account:All dropdown menu. Choose All from the Date dropdown, and select the Date column header in order to sort your transactions by date. You'll want to make a note of the oldest transaction in your books.

Next up, you need to access your online banking portal and follow the steps your financial institution provides to download a .CSV file of your transactions. Select a date at least 1 day prior to the oldest transaction you've noted in the account in QuickBooks. You'll be able to download transactions that date back as far as January 2014, but nothing earlier.

When you're ready to import your older transactions, you'll want to follow these steps:

1. Sign in to QuickBooks Self-Employed from your internet browser, not the mobile app. 
2. Choose the Settings Gear then hit Imports. 
3. Choose to Import older transactions for the appropriate account.
4. Use the option to Browse to find the file that you downloaded from your bank, select the file, then hit Open to start the import process.
5. Ensure that the column headers for the Date, Description, and Amount match up with what appears in the Transactions page of QuickBooks. Other column headers can be ordered any way you like.
6. Choose to Continue to finish the import.

Once this is complete you'll be be able to review your transactions to ensure that no duplicates appeared. If they did, it's not a problem. You can simply delete any that you come accross. If you need a hand, here's an article that goes over this process from start to finish. I know you'll find it helpful: Add older transactions to QuickBooks Self-Employed.

Let me know if you need any other help with this. Have a great week!