Hi there, @readingtutor.sherry.
Missing transactions after connecting or reconnecting your bank in QuickBooks Self-Employed (QBSE) are usually due to date filters. Check if your report or transaction date range includes all relevant dates. Remember that QBSE only imports the last 30–90 days of transactions when you first connect an account.
Here’s how to filter dates:
1. In your QuickBooks Self-Employed account, select Reports.
2. Find Profit and Loss, then click View.
3. In the upper right, click the 'Year to date' dropdown and select 'Custom date.
4. Set the date when your profit and loss report starts and ends.
If that doesn’t resolve the issue, manually import the missing transactions so you can finish your Profit and Loss report. If items are still missing, reach out to your bank. QBSE only displays the posted transactions that your bank provides. Once the transactions appear or are imported, categorize them appropriately so they flow to your Profit and Loss.
If you have any questions, feel free to comment below.
