How can I view transactions for the last six months (one connected account doesn't show recent ones)?

I can help you find the transactions, @martha31.

Let’s filter your transactions from the Transactions tab. This way, we can check if they were already recorded in QuickBooks.

Here’s how:

1. Go to the Transactions tab.
2. Change the Type drop-down to All.
3. Select your bank account from the drop-down, and change the Date to All.
   

We can also filter the Type drop-down to Excluded, Unreviewed and uncategorized, etc. to sort out the transactions.

If the same thing happens, let's manually refresh your bank account to bring the transactions. I'll show you how.

1. Go to the Gear icon.
2. Click Bank accounts.
3. Hit the Refresh all.

However, if you're still not able to locate the transactions, we can manually add them. Here's an article that includes the step by step instructions: Add older transactions to QuickBooks Self-Employed.

Once imported, you can categorize them. I've added this article as your guide: Categorize transactions in QuickBooks Self-Employed.

I'll be around if there's anything that I can help you with your transactions. Take care.

Thank you. I ended up importing the missing transactions, which solved the problem.

Hi there, @martha31.

I’m glad to hear that the issue about your missing transactions is now resolved.

In case you need tips and related articles when managing your account, feel free to visit our Community website for more insights.

If there's anything else you need help with, please come by the Community. We're here to lend a hand. Wishing you and your business continued success.