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stacey6617
Level 1

How do I download missing bank transactions?

 
1 Comment 1
AbegailS_
QuickBooks Team

How do I download missing bank transactions?

I want to make sure the missing transactions in QuickBooks Self-Employed are downloaded, @stacey6617

 

You can manually download the transactions before the 90 days from your bank's website to a  CSV file. Once the file is ready, you can import them to QuickBooks.

 

Here's how:

 

  1. Click the Gear icon and choose Imports.
  2. For connected accounts, click the Import older transactions link . For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Hit Continue then Done.

I'm adding a few related articles below to guide you further with the process:

Here's an additional resource to help you fix any banking issues: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Once you're done, go to the Transactions menu and categorize your imported transactions. This way, QuickBooks puts them on the correct line of your Schedule C.

 

Also, you may want to check out one of our Help pages as your reference to guide you in managing your bank transactions and connectivity in QBSE: Banking Help for QuickBooks Self-Employed.

 

I'm all ears if you have other banking concerns or questions about managing transactions in QBSE. Drop a comment below, and I'll gladly help. Take care, and have a great day,

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