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victoria-moo-mus
Level 1

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.

 
1 REPLY 1
Rea_M
QuickBooks Team

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:

  1. Sign in to your bank’s website.
  2. Follow your bank’s steps to download your transactions as a CSV file. 
  3. Set the date range for at least one day before the oldest transaction in the account in QuickBooks.
  4. Follow any on-screen instructions to finish the download.

 

When you're ready to import, log into your QBSE account in a web browser. Then, follow the steps below:

  1. Go to the Gear icon.
  2. Select Imports under the Transactions column.
  3. Click Import older transactions for the account you want to add transactions to.
  4. Select Browse and find the file you downloaded from your bank. 
  5. Select the file and select Open to start the import.
  6. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 
  7. Select Continue to complete the import.

 

After that, I'd recommend checking for any duplicate transactions (if there's any). For the step-by-step guide, you can refer to this article's Step 4 section: Add older transactions to QuickBooks Self-Employed.

 

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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