I understand the significance of being able to locate the missing transactions, @userkatbrownnutritio. I'll guide you on how you can download the missing transactions in QuickBooks Self-Employed (QBSE).
QuickBooks relies on the data provided by your financial institution. Therefore, missing transactions may occur due to delays or interruptions in the bank connection and the program. It can also be your bank is currently undergoing maintenance. To verify this, visit their website.
We can add transactions from June to September of your last year's transactions by following the instructions below by importing older transactions. This way, you can add older transactions and categorize them to the correct accounts.
Here's how:
- Go to Settings and select Imports.
- Choose Import older transactions for the account you want to add transactions to.
- Click Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
- Select the file and select Open to start the import.
- 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.
- Hit Continue to complete the import.
I'm adding a few related articles below to guide you further with the process:
For future reference, I'm adding this article to guide you in categorizing your transactions: Categorize transactions in QuickBooks Self-Employed.
If there's anything else you need further assistance with when managing bank transactions in your account, just let me know in the comments below. I'll gladly provide additional help at any time. Have a great day ahead!
