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You can manually import older transactions to categorize them in QuickBooks Self-Employed, Iordache. I'll provide some insights and outline the steps below.
When you connect your bank for the first time, QuickBooks automatically downloads your transactions up to a certain date. The industry standard is 90 days. For older transactions that aren't showing up, you have the option to manually upload them. Here's how:
- Go to the Profile icon and choose Imports.
- Click Import transactions.
- Follow the onscreen steps to upload the file.
- Hit Import.
Additionally, you can categorize the downloaded entries to ensure they align correctly with your Schedule C.
Consider this thread your go-to resource whenever you have questions about your transactions. You can also create a new discussion here in the Community space for assistance.
