Missing transactions

Hello PTing,

When connecting your bank account to QuickBooks Self-Employed, the system downloads 90-days to 24 months worth of historical banking transactions. After that, QuickBooks Self-Employed will download your banking transactions in a regular basis (every 24 hours). Clicking the Refresh all button bypasses the usual system process and downloads again the historical banking transactions.

Though you can refresh the list manually, the downloaded banking transactions still depends  on what your bank shares with us. You can reach out to your bank and verify why the transactions cannot be downloaded in QuickBooks Self-Employed. Aside from that, you can also ask a .CSV file for your banking transactions. Then, you can import it the program:

1. Go to the Settings (⚙) icon in the upper-right corner and select Imports.
2. Look for the connected bank account and click Import older transactions under the ACTION column.
3. Follow the onscreen instructions to finish importing process.
4. Select Import.

Here are some articles that you can use for reference when dealing with downloaded banking transactions:

• Import transactions from other sources

• Add older transactions to QuickBooks Self-Employed

If you still need help in downloading your historical banking transactions, I'd recommend reaching with our Customer Service Team. They can give you more options on how to complete this task. Here's how you can reach them:

1. Go to https://help.quickbooks.intuit.com/en_GB/contact.
2. Select QuickBooks Self-Employed.
3. Fill in the necessary fields such as Your Email, First Name, Last Name, Question, and Phone Number.
4. Click the Ask Your Question button.

While you're at it, you can get back to us if you need more help with this.