I've not logged into my QB Self-Employed for several months, and now there is a huge gap in transactions between April and December. Do I seriously have to login periodically to get QB to keep up on my transactions??

Thanks for your time posting your QuickBooks concern here, @jon70,

I'll be sharing some insights on how to manage your QuickBooks Self-Employed account. Yes, you will need to login to your account from time to time.

Online versions of QuickBooks requires constant internet connection to allow the apps to sync. This includes online banking connection, third party application feeds, program updates and etc.

When you log out for too long, the system might disconnect from other sources. Most especially those connections that requires logins to their portals.

I'll be adding this article to share some information about the system requirements for QBO versions: System requirements for QuickBooks Online, Accountant, and QuickBooks Self-Employed

If you need anything else, please let me know in the comment. I'll be more than happy to share some help with you. Have a good one!

Thanks for the quick response. How do I get those missing months of transactions into QB?

Hello, @jon70.

You can manually import the missing month's transactions into QuickBooks Self-Employed using a CSV file. I'm happy to provide a detailed procedure on how to accomplish this. 

First, import the transactions from your bank. Ensure this following to avoid any error in importing the data:

• Correct CSV file format that is associated with your bank
• You followed your bank's steps in downloading the transaction into a CSV file.  
• The transactions are as far back as January 1, 2014.
• There's no zero from the file. If there is, leave those cells blank.
• The date format should dd/mm/yyyy.

I've attached a sample screenshot in CSV format: 

For more details, check out this article: Format CSV files in Excel to get bank transactions into QuickBooks. 

Once confirmed, please follow the steps below to import the transactions.

Here's how: 

1. Go to the Gear icon, then choose Imports. 
2. Hit Import older transactions, then click Browse. 
3. Pick the file and hit Open.
4. Review the information and tap Continue. 

After that, let's review the data to guarantee there are no duplicates. Let me guide you how: 

1. Go to the Transactions button.
2. Choose All in the Account and Date drop-down arrow. 
3. Examine the data. If there are any identical transactions, please delete them.
4. Review and categorize the transactions to put them in your accounts. 

For more information, visit this article: Add older transactions to QuickBooks Self-Employed. 

 Additionally, I've added some pages about adding, matching, and handling bank coupled transactions in QBSE.  

• Handle duplicate transactions in QuickBooks Self-Employed
• Manually add transactions in QuickBooks Self-Employed. 
• Banking

Don't hesitate to leave a reply below if you have additional questions. I'm animated to assist. Keep safe!

This is really disappointing that, even though I pay for an active subscription, Quickbooks couldn't be bothered to keep up on my transactions, and now I have to manually do that work. My bank only offers PDFs (not CSVs), so I'm not sure yet how I'm going to solve this problem.

To those that responded so quickly with this information, thank you for trying to help. To the product managers at Intuit, I regret spending money on your product.

Wait, I was wrong about not being able to get a CSV -- I was looking in the wrong place and was able to download the missing 113 transactions. But when I imported them into QB, it said "We've filtered out 113 transactions that we already got through your bank connection."

...but they're not showing up anywhere? (I'm looking at "all" Types, Accounts, and Dates and they are still missing)

Any suggestions?

Hi @jon70,

Thank you for your prompt reply, as well as for sharing a detailed post on your current situation.

Since you already went through the troubleshooting steps and continue to experience the issue, I suggest you contact our Technical Support team for further assistance.

Please refer to this article for the steps: Contact QuickBooks Self-Employed Support. 

I'll share this article with you as well: Categorize transactions in QuickBooks Self-Employed. It's a list of steps on how you can categorize online bank transactions in QuickBooks Self-Employed (QBSE). It includes both sets of steps from a browser, and through the mobile app.

Let me know if you need anything else about your online banking in QBSE. I'll get back to you as soon as I can.