There are a couple of options to make sure all banking transactions are recorded in your QuickBooks Self-Employed account, don64. Allow me to share them with you.
First, you can request or download a CSV copy of any missing transactions from June 11, 2024, to July 01, 2024. Then, import the downloaded CSV file into QBSE.
Before importing your transactions, let's ensure your file is correctly set up. QuickBooks accepts a 3-column or 4-column format. Let me share this article as a guide: Format CSV Files In Excel To Get Bank Transactions Into QuickBooks.
After that, follow these steps on how to import it:
- Go to the Gear or Profile ⚙ icon and select Imports.
- Click Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
Alternatively, you manually enter any transactions that were not imported by your bank. Here's an article as a guide: Manually Add Transactions In QuickBooks Self-Employed.
Let me also share these articles for additional resource materials in case you might need them when managing banking transactions in the program:
Don't hesitate to drop by anytime you have other questions about syncing banking data, categorizing transactions, or using QuickBooks for your freelancing. The Community is here to assist you with any other concerns you may have.