I can help you with this, stephdarrins.
We can request from your bank if they can generate a copy of all your transactions in CSV format. If you can still log in to your bank's website, you can follow the on-screen instructions on how to download them as a CSV file.
Before we get them from your bank, let's check first if there are transactions that are already added in your QuickBooks account to avoid duplicates. Here's how:
- Select Transactions from the sidebar menu.
- Choose the account you plan to upload transactions into from the Account: All drop-down menu.
- From the Date drop-down menu, select All.
- Select the Date column header to sort the list by date.
- Check the oldest transaction date in the account.
You can follow the steps below in uploading the transactions:
- Open QuickBooks Self-Employed in a web browser.
- Click the Gear ⚙ icon.
- Choose Imports.
- Select the account you want to add the transactions into.
- Click Browse and find the file you downloaded from your bank.
- Select the file and click Open to start the import.
- Review the column headers and data.
- Click Continue to complete the process.
Once done, we can review and categorize your transactions to put them in your accounts.
If your bank is unable to provide you a copy (CSV file) of your transactions. We can manually add them in QuickBooks Self-Employed based on your bank statements.
I'll be right here to continue helping if you need additional assistance in managing your bank transactions. Please tag my name in your comment.