I'm missing 3-4 months of transactions. How can I restore these transactions?

Let me make it up to you by ensuring you'll be able to restore the transactions in QuickBooks Self-Employed (QBSE), info.

If you're unable to find transactions from August to November in QuickBooks after linking your bank account, these transactions may be older than 90 days. Most financial institutions only allow the automatic download of the last 90 days of transactions.

To get the missing entries, you can add them manually using a CSV file from your bank. Let's make sure to use either a 3-column or 4-column format of your CSV file. This is to make sure that it will be compatible and will be imported successfully.

Here's how:

1. Go to the Profile icon and click Imports.
2. Select Import transactions.
3. Click Import older transactions for the account you want to add transactions to.
4. Follow the onscreen steps to upload the CSV file.
5. Hit Import.

Here's an article about this option for more details: Add Older Transactions to QuickBooks Self-Employed.

Once done, you can now assign categories to the imported transactions using the steps in these articles: Categorize Transactions in QuickBooks Self-Employed.

Keep me posted if you're able to restore or import the missing transactions. You can also post more questions if you need more help from us. Have a great day.

@info2000 

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

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

Well, I understand that importing transactions from my bank has a limit on how far back it goes. So, I manually entered the OLD transactions in the Register, but they do not show up in the Account view.

I'm wondering if the Account view was originally set to a date, like July 2020, and the transactions from Jan - Jun 2020 are hidden because they are prior to the original Account import.

No where can I find any setting on the Account view to find out its start date. If the transactions are accurate in the Register, why do they not show up in the Account view? Makes me wonder then, if Reports are based on the Register or the Account view.

BTW, it's also frustrating that I cannot EDIT certain fields after a transaction is posted. Seems like the database design in the backend is the limiting factor - which to me, indicates a poorly designed database. I'm half thinking about exporting everything and using another software provider or Excel to manage everything. In Excel, at least I have the option of editing everything to make sure the data is accurate. Pivot tables are easy to do to get the reports I need.

Cheers, Larry

Well, I understand that importing transactions from my bank has a limit on how far back it goes. So, I manually entered the OLD transactions in the Register, but they do not show up in the Account view.

I'm wondering if the Account view was originally set to a date, like July 2020, and the transactions from Jan - Jun 2020 are hidden because they are prior to the original Account import.

No where can I find any setting on the Account view to find out its start date. If the transactions are accurate in the Register, why do they not show up in the Account view? Makes me wonder then, if Reports are based on the Register or the Account view.

BTW, it's also frustrating that I cannot EDIT certain fields after a transaction is posted. Seems like the database design in the backend is the limiting factor - which to me, indicates a poorly designed database. I'm half thinking about exporting everything and using another software provider or Excel to manage everything. In Excel, at least I have the option of editing everything to make sure the data is accurate. Pivot tables are easy to do to get the reports I need.

Cheers, Larry

Good news. Running a Profit & Loss Report by month for the full year of 2020 - ALL transactions ARE in the report so Reports must be based on the Register for each account. That's good news.

So, if I cannot resolve why they are missing from the Account view, I may just ignore this since they do show up in reports.

Thanks for sharing the good news, larryhe. I'm glad to hear that all transactions are included in the Profit & Loss Report for 2020. Using the Register as a basis is a smart move. Your attention to detail makes a difference.

Before anything else, may I know what you mean by the Account view? Also, can you tell me where did you edit the transaction and the specific field you want to change? Any additional details, such as screenshots, would help me provide you with accurate information.

If the Account view you're referring to is in the For review tab, please know that the transactions will automatically transfer to the Categorized tab once the Confirm button is clicked. Once confirmed, it will also be reflected in the bank register.

On the other hand, if the transactions still won't show in the Categorized tab. We can check if this is a browser-related issue. I suggest starting by refreshing your browser to a private window to isolate the cache file, which is often the cause of unusual behaviors.

Here are the shortcut keys:

• Mozilla Firefox and Microsoft Edge: Press Ctrl + Shift + N
• Google Chrome: Press Ctrl + Shift + N
• Safari: Press Command + Shift + N

If that works, return to your regular browser and clear its cache. Otherwise, open an alternative browser that is available to you.

Once you can pull up your transactions to your business flow, I highly recommend reading this article: Run Reports in QuickBooks Online. This resource provides valuable guidance to help you navigate and analyze your financial data effectively.

We're available to assist with managing your transactions in QuickBooks. If you require any support in this regard, please do not hesitate to reach us. We'll keep the thread open so you can comment back.

Thanks Heide DC! Thanks so much for your assistance!

I had not thought about browser cache, but I checked on another browser - same situation.

Attaching a few screen shots, highlighted areas.

1/ Register view showing transactions starting 1/1/2020, with 1765 records.

2/ Account "Categories" view with 0 For Review and 0 Excluded, starting 5/4/2020 (not 1/1/2020) and showing only 1645 records (not 1765). P.S. EVERY transaction is Cleared and/or Reconciled, including those starting 1/1/2020 so that's should not be the issue.

I simply cannot get 1/1/2020 through 5/3/2020 to show up. Perplexed here.

3/ Account QuickReport shows transactions starting 1/1/2020.

And I verified that Reports for Profit & Loss by month for 2020 has ALL the correct transactions, so the reporting must be based on the Register entries.

A/ As for not being able to edit some fields, some transactions were incorrectly entered as an Expense that were supposed to be Credit Card Pmts.

B/ And I cannot EDIT the transaction type to reclassify it as a CC Pmt instead of an Expense. No matter how or where I edit the record, I can't change the transaction type.

So, do I need to re-enter these correctly and delete the incorrect Expense records?

Many thanks for your help!!  Cheers, Larry

Ooops. Never mind about "not being able to edit transactions".

UNDO moves it back into For Review where it can be edited.