Greetings, @userm-mckinney.
Let me share some information about how your bank transactions are downloaded into QuickBooks.
May I ask for the name of the bank you're working on? Just a heads-up, when connecting your bank with QuickBooks, the system depends on the data your bank shares with us. However, it automatically downloads 90-days worth of your transactions during the first time you connect it. However, some financial institutions shares a year worth of transactions.
Also, you need not to worry, you can download and import the rest of your transactions using a CSV file. Here's a screenshot of sample file format that you can use:
4 Columns
![9012.GIF undefined](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/45987i9BDDD8CDFEAC18B9/image-size/medium?v=1.0&px=400)
3 Columns
![9011.GIF undefined](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/45986i849840BCA33AC4A0/image-size/medium?v=1.0&px=400)
Once completed, you can start the importing process. Here's how:
- Go to the Gear icon.
- Choose Imports.
- From the Import transactions page, select the account where you want to record the transaction.
- Click the Import older transactions link.
- Browse to the CSV file on your computer and click Open.
- Review the imported transactions.
- Click the Continue button.
Now, you can manage each transactions and assigned Schedule C categories. You can read through these articles to help you manage your downloaded bank transactions:
Always feel free to click the Reply button if you have other questions or concerns. I'm always here to help.