In bank transactions and with all the filters open I can now only see my transactions back to June 28th 2025 and nothing before then. Any idea why that is, please?

Hi there, Dave. Thanks for bringing this to our attention. Allow me to share some information about how QuickBooks SoleTrader stores your transactions.

QuickBooks itself can store unlimited transaction history; the limitation often comes from the bank connections. Most banks allow QuickBooks to download transactions from the last 90 days to 24 months, depending on the bank.

Since older transactions are missing, I suggest downloading your bank statement using a CSV file and importing it manually into QuickBooks.

Here's how:

1. In your QuickBooks Solopreneur, go to the Gear icon.
2. Select Import data. Then, on the dropdown button, choose Bank data.
3. Upload the bank statement, then select Continue.
4. Map the categories correctly and follow the on-screen instructions to successfully import the transactions.

If you have other questions related to QuickBooks, don't hesitate to reply here in this thread. We're here to help.

Thanks, but this is not ideal. I really liked the fact that I could link my accounts and hadn’t realised there would be a restriction on timing from the banks. I may as well enter all my transactions manually from now on, if they are just going to be ‘lost’ in 9 months time. Or am I missing something here? 

Hello there, Dave.

Connecting your bank account to QuickBooks Solopreneur is the quickest way to download transactions from the past 90 days. It’s also an efficient method to maintain accurate and hassle-free bookkeeping. I'll provide more details to clear up any confusion regarding bank connectivity.

The 9-month limitation refers to the period for which QuickBooks can retrieve transactions from a connected bank account. This restriction is imposed by the banks, not by QuickBooks itself.

Once you connect your bank and download transactions, the data will remain in QuickBooks unless you delete it.

Don't hesitate to comment below if you have questions about connecting your bank account and importing bank transactions to QuickBooks Solopreneur.

Thanks, Ethel. That makes a lot more sense. The obvious question I have is how do I view those transactions that are over (in my case) 6 months old? I started my business in April 2025 and at some point will need to do my first tax return. My Accountant has access to my a

QB account too. One last question: what is QuickBooks Solopreneur? Just the name of the QB package I have? Thanks, Dave Hearne. 

Hi, Dave. I appreciate you  sharing your thoughts in the thread.
 

Regarding your bank transactions, since they’re older than 90 days, most banks don’t allow direct downloads into QuickBooks. To address this, I recommend manually downloading your transactions in CSV format. You can refer to the steps shared by my colleague @RhoiceW to guide you through the process.
 

On your second question, QuickBooks Solopreneur is essentially the US version of QuickBooks SoleTrader. Both provide the same functionality, just with different names depending on the region.
 

If you have any more questions or need additional clarification, feel free to drop a comment below.

Thanks ShangY. I understood what your first colleague had said. Your other colleague, Ethel wrote ‘Once you connect your bank and download transactions, the data will remain in QuickBooks unless you delete it’, so I was asking how I can view those transactions when I am doing my annual tax return? 

Thanks for getting back, Dave.

I'll clarify your confusion about the downloaded bank transactions once connected in QuickBooks Sole Trader.

The data will only remain in QuickBooks if you have categorised the downloaded transactions from your bank.

Meanwhile, if the downloaded transactions are not categorised, you won't be able to view them.

To view older transactions, you need to manually download your bank transactions from QuickBooks in CSV format. You can follow the steps shared by my colleague @RhoiceW above.

If you have any confusion about handling bank transactions, please feel free to reply to this thread.