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jenny36
Level 1

For some reason only the bank transactions only go back to 12/2019 but I need at least all of 2019.

 
1 Comment 1
AileneA
QuickBooks Team

For some reason only the bank transactions only go back to 12/2019 but I need at least all of 2019.

Good day, @jenny36

 

Thank you for reaching out to the Community. 

 

We can import the bank transactions thru CSV file. If it's your first time to connect your bank, QuickBooks Self-Employed will download the transactions from up to 90 days. 

 

Let me show you how to import the transactions:  

 

  1. Open QuickBooks Self-Employed
  2. Under the Connect account, drop-down, select Import transactions
  3. Under Action, click Import older transactions
  4. Press Browse and choose the CSV file to save on your computer. 
  5. Review the details from the CSV file you imported. 
  6. Once all data are correct, hit Continue
  7. A pop up message will appear saying that you successfully imported the transactions. Click OK

 

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Once the imported transactions are successfully downloaded, they will appear on your Transactions menu.   

 

That should do it! Using the information from the (link): Add older transactions to QuickBooks Self-Employed

 

That's it. Please let me know how that works. I'm here to provide any additional assistance if needed. Have a good one.

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