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