My bank account wasn’t connected from 28th May until 22nd July. How can I add those transactions? Is there a way to manually add these? Thanks.
Yes, there's a way to manually add your 28th May until 22nd July transactions to QuickBooks Self-Employed (QBSE), @victoria-moo-mus. I'm here to guide you how.
You'll have to perform a two-step process to manually add older bank transactions to QBSE. You need to export the transactions using the CSV format from your bank and then import them into the system using your laptop or desktop computer.
Since you already have the date range of the transactions that you need to export, you can start the process by performing the steps below:
Sign in to your bank’s website.
Follow your bank’s 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 any on-screen instructions to finish the download.
Once done, you'll have to review and organise your transactions. This way, you're able to put them on the correct line of your tax form. You can refer to this article for the detailed steps: Categorise transactions in QuickBooks Self-Employed. It also contains instructions about editing or recategorising a transaction.
Please know that you're welcome to comment below if you have other concerns or follow-up inquiries about managing bank transactions in QBSE. I'm just around to help. Take care always.
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