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hjolliff
Level 1

I am missing all my bank transactions for 6 months. They are all present in my bank accounts, but when importing to QBSE, multiple months are missing. Help?

 
2 Comments 2
Sherrie_F
QuickBooks Team

I am missing all my bank transactions for 6 months. They are all present in my bank accounts, but when importing to QBSE, multiple months are missing. Help?

Hello there, @hjolliff. I'm here to ensure you can import your missing transactions.

 

Firstly, we can manually import transactions by selecting the Include all transactions option via CSV file so that you can retrieve the missing transactions in your QuickBooks Self-Employed (QBSE) account.

 

To successfully import your CSV file, here's how:

 

  1. On the upper right corner, look for the Profile icon.
  2. Then select Import transactions.
  3. Find your bank account and select Import older transactions under the Action column.
  4. Click Browse and choose the CSV file you want to import.
  5. You'll be routed back to the Import transactions window. 
  6. From there, select the Include all transactions option.

 

For the complete guidance, you can check out this resource: Manually import transactions into QuickBooks Self-Employed. Furthermore, I'd recommend checking your bank or credit card's website if the issue is on the bank's end. 

 

Once your transactions are all in, you can go to the Transactions menu and categorize your imported transactions. This way, QuickBooks puts them on the correct line of your Schedule C.

 

If you still have further queries managing your bank transactions or anything else about QuickBooks, feel free to let us know by dropping a comment below. Stay safe!

4Gal
Level 11

I am missing all my bank transactions for 6 months. They are all present in my bank accounts, but when importing to QBSE, multiple months are missing. Help?

@hjolliff 

You can use one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

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