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Most of the banks download the last 90 days worth of transactions when connecting your account in QuickBooks Self-Employed, mprevatt78.
For transactions older than that, you can download a CSV copy from bank's website. Then, import them in QBSE. Here's how:
After importing them successfully, you can now assign categories to make sure they're reported in their respective line of Schedule C. Check out these articles that will serve as your guide:
Don't hesitate to reach out to us again or add a reply below when downloading or categorizing transactions in QBSE.
If you have to open a new QBSE account, make sure to click the Buy button to get the discounted price for up to 3 months. If you purchase from the Trial account, you have to pay the regular rate.
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