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bwyatt56
Level 1

How to retrieve missing bank transactions?

I'm missing bank transactions for the last 6 months of 2025. I do have before and after. How can I retrieve these automatically?

1 Comment 1
Clark_B
QuickBooks Team

How to retrieve missing bank transactions?

Hi there, @bwyatt56. You'll have to import your missing bank transactions into QuickBooks Self-Employed.

 

When you first connect your bank and credit card accounts, QuickBooks Self-Employed downloads 30 to 90 days of transactions and, in some cases, up to a year. While QuickBooks automatically downloads new transactions each time you sign in, gaps can occur if your bank is down for maintenance or has updated its connection settings.

 

Since you already have data before and after the missing period, you need to export the transactions from your bank and import them. To do this, navigate to Settings > Import transactions > Import older transactions. Select Browse to find the file you downloaded from your bank and open it. Review the column headers and data, then select Continue to complete the import.

 

For more detailed information, refer to this article: Add older transactions in QBSE.

 

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