Thank you for posting, @adeformails.
You can set the filter to view all your 2017 transactions:
- Go to your Transactions tab.
- Set the Type and the Account.
- For the Date, select Custom Date and enter 2017.
- Hit the Apply button.
However, if you've just added your bank, then you'll have to manually import your 2017 transactions.
The first time you connect your accounts in QuickBooks Self-Employed (QBSE), it’ll download 30 to 90 days’ worth of transactions depending on the bank.
To add your 2017 transactions to QBSE, just export your data from your online banking account and import those to your QBSE account.
When exporting, make sure to download your transactions in a CSV file format. You can either use a 3-column or the 4-column template. See this article for detailed guidance: Import bank transactions using Excel CSV files.
From here, you can now add older transactions to QuickBooks Self-Employed.
Let me know if there's anything else that I can assist you with your bank transactions. I'm always here to help.
