I am missing about 5 months of transactions of last financial tax year 24-25. how do I import / refresh those transactions from my Barclays Business account?

Hi there, matt-t333.
 

In QuickBooks Self-Employed, transactions can be hidden by filters or categorization. If the Type filter is set to Business only, items marked as Personal, Split, or Excluded won’t appear in business reports.
 

Review the Transactions page and ensure the filters are set correctly, including the appropriate date range, the correct account, and that you’re viewing all saved entries.
 

If the transactions are still missing, we can manually import them as a workaround.
 

Here’s how:
 

1. In your QBSE account, go to the Transactions tab. Select the Add transaction dropdown and proceed to Import transaction.
 

2. Find the bank account with missing transactions and choose Import older transactions.

3. Download your transactions as a CSV file from your bank. Use Browse to select the saved CSV file, then Upload it.

4. Review the imported transactions to ensure they are correct, then proceed by selecting Continue.

5. Once complete, a confirmation message will indicate that your transactions have been successfully imported.
 

For more information about importing older transactions, refer to the article: Add older bank transactions to QuickBooks Self-Employed.

If you have any questions, please leave a comment below.