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Level 1

"I am missing a few months of bank account statements that were not imported into QuickBooks. How do I retrospectively add back in those few missing months from my bank account that are missing in QB & can I do that, manually, in the app?"

 
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Best answer July 28, 2020

Best Answers
QuickBooks Team

"I am missing a few months of bank account statements that were not imported into QuickBooks. How do I retrospectively add back in those few missing months from my bank account that are missing in QB & can I do that, manually, in the app?"

Yes, you can add old transactions into your QuickBooks Self-Employed account, Mark69.

 

While the option to manually import transactions through the app, you can use a browser to do so. If you want to add transactions that are older than the ones QuickBooks originally downloaded, it’s a two-step process. You need to export and save the transactions from your bank through a .CSV file format, and then import them into QuickBooks. 

 

Once you have the transactions downloaded, you're good to go in importing them. You can follow these easy steps:

  1. Log in to QuickBooks Self-Employed
  2. At the upper-right, click the Gear icon.
  3. Select Import.
  4. Click Import older transactions for the account you want to add transactions to. If the bank is not connected, just click the import transactions link under the list of bank accounts.
  5. Select the file and select Open to start the import.
  6. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 
  7. Select Continue to complete the import.

The transactions are now on the Transactions page which you can review and categorize them. Check out this article for more details about the schedule C and expense categories in QuickBooks Self-Employed.

 

I'm just around the corner if you need anything else. you Take care always and have a great day ahead!

View solution in original post

2 Comments
QuickBooks Team

"I am missing a few months of bank account statements that were not imported into QuickBooks. How do I retrospectively add back in those few missing months from my bank account that are missing in QB & can I do that, manually, in the app?"

Yes, you can add old transactions into your QuickBooks Self-Employed account, Mark69.

 

While the option to manually import transactions through the app, you can use a browser to do so. If you want to add transactions that are older than the ones QuickBooks originally downloaded, it’s a two-step process. You need to export and save the transactions from your bank through a .CSV file format, and then import them into QuickBooks. 

 

Once you have the transactions downloaded, you're good to go in importing them. You can follow these easy steps:

  1. Log in to QuickBooks Self-Employed
  2. At the upper-right, click the Gear icon.
  3. Select Import.
  4. Click Import older transactions for the account you want to add transactions to. If the bank is not connected, just click the import transactions link under the list of bank accounts.
  5. Select the file and select Open to start the import.
  6. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 
  7. Select Continue to complete the import.

The transactions are now on the Transactions page which you can review and categorize them. Check out this article for more details about the schedule C and expense categories in QuickBooks Self-Employed.

 

I'm just around the corner if you need anything else. you Take care always and have a great day ahead!

View solution in original post

Level 1

"I am missing a few months of bank account statements that were not imported into QuickBooks. How do I retrospectively add back in those few missing months from my bank account that are missing in QB & can I do that, manually, in the app?"

Thank you. I’ll try your suggestion now.

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