Glad to know that you're using QuickBooks to manage your account, @Matt Butler1.
Let me share some information about connecting accounts in QuickBooks Self-Employed (QBSE).
When connecting a bank account for the first time, QuickBooks automatically downloads the 30 to 90 days worth of transactions. To add the older transactions, we need to export them from your bank first. Then, import them into QuickBooks. Before doing so, check the transactions that are already in QuickBooks so you don't have duplicates.
To check, here's how:
- Go to the Transactions menu.
- From the Account: All drop-down arrow, select the account you want to upload the transactions into.
- Click the Date drop-down arrow, and then select All.
- Select the Date column header to sort the list by date.
- Take note of the oldest transaction date in the account.
Once done, export the transactions from your bank. I'll guide you how:
- Sign in to your bank’s website.
- Follow the steps to download your transactions as a CSV file.
- Set the date range for at least one day before the oldest transaction in the account in QuickBooks.
- Follow the on-screen instructions to finish the download.
To import the transactions, you can follow the steps under step 3 from this article: Import transactions.
I've also added this link about categorizing transactions in QBSE: Categorise transactions.
Don't hold your back to drop a comment below if you need assistance with the process. I'm always here to help. Have a great day!
