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powersgoing
Level 1

All my transactions before June are missing.

 
4 Comments 4
Shania_C
QuickBooks Team

All my transactions before June are missing.

Glad to have you here in the Community, @powersgoing.

 

To check if you are one of the affected users of the ongoing bank shortage, could you please provide the name of your bank? This will allow us to investigate it further and provide a solution.

 

Furthermore, are the missing transactions occurring after importing them into your QuickBooks Self-Employed (QBSE) company, or are they already existing business transactions in your account? I appreciate any details you can provide.

 

Moreover, if these are existing bank transactions inside your account, you'll need to refresh the bank accounts. Here's how:

 

  1. Access your QuickBooks Self-Employed company.
  2. Go to the Gear icon.
  3. Select Manage accounts.
  4. Click Refresh All.

 

 

 

Additionally, the missing transactions might have been categorized already. In the Transactions tab, make sure to set it to show All types. Then, in the Account section, select your bank and choose the date for the transaction you want to access.

 

 

 

 

Furthermore, here's an article to help you manage your bank transactions. You can also view the article regarding how Schedule C categories show up on your financial reports: 

 

 

Don't hesitate to let me know if you have additional questions regarding managing your transactions in QuickBooks Self-Employed. I'm always here to help. Take care always, @powersgoing.

powersgoing
Level 1

All my transactions before June are missing.

Capital One.  I'm definitely look at all transactions for a certain bank account. It skips from 9/6/23 to 6/6/24 with none of the transactions inbetween those dates showing up.  They were definitely there before.  When I signed in yesterday, my bank accounts had been disconnected and I had to reconnect them but then only 6/6/24 and later showed up.   Refreshing did not help.

LeizylM
QuickBooks Team

All my transactions before June are missing.

I appreciate what you've done so far, powersgoing. Let me assist you further and help you bring the missing transactions to your QuickBooks account.

 

Since refreshing or updating the bank didn't work on your end, we can manually upload older transactions inside the program and have them categorized again. We'll gladly write down the steps to get you going:

 

  1. Sign in to your bank’s website.
  2. Follow your bank’s steps to download your transactions as a CSV file. This is usually a button or link on your account page.
  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.

 

Here's how you can import the transactions:

 

  1. Go to the Gear icon and choose Imports.
  2. Select Import older transactions for the account you want to add transactions.
  3. Click Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  4. Choose the file and select Open to start the import.
  5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  6. Then, hit Continue to complete the import.

 

For further guidelines, please see this page: Add older transactions to QuickBooks Self-Employed.

 

I've added this article to help you manage bank transactions and ensure your data stays accurate inside the program:

 

 

Consider me your ongoing support if you need further help managing your bank transactions. Assistance is just a post away.

Deity Alpha
Level 7

All my transactions before June are missing.

@powersgoing 

You can use csv2qbo as a workaround.
https://www.moneythumb.com/?ref=110

 

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