t's nice to have you here, @kellijohnsonmusi,
I want to make sure the missing bank entries are added in your QuickBooks Self-Employed account. Please note that the feeds we receive in the program depends on the maximum period allowed by the bank.
You can use the Refresh All button to sync bank transactions into the system automatically. This will help fetch the transactions that were not imported, hence, causing the bank balance to be incorrect. See this:
If that doesn't work, you have the option to import bank transactions using a spreadsheet. Refer to the steps below:
- Click the Gear icon and choose Imports.
- For connected accounts, click the Import older transactions link . For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
- Press Browse to find the CSV file of the bank entries.
- After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
- Click on Continue then Done.
I'm adding a few related articles below to guide you further with the process:
Come back to our forum for other questions or clarifications with banking or the import process in QBSE. I'm always here to help. Have a nice day!