Hi there, handybizman.
I hope you're doing well! I'm here to assist you in bringing the missing transactions into your QuickBooks Self-Employed account.
To get started, could you please share the name of your financial institution? This will help me look into the possible ongoing problems related to your bank and ensure that I provide you with the best possible solution to resolve this issue.
Once you've linked your bank account, QuickBooks will download your transactions automatically. However, if you're experiencing bank connection issues, that could explain why your income and expense transactions for a month are missing.
Let’s go ahead and manually refresh your bank connection, and also make sure that the associated bank account is toggled on. This should help us get everything back on track.
Here's how:
- Log in to your QBSE account.
- Click the Gear icon.
- Select Bank account.
- Hit the Refresh all button and ensure the bank account is turned on.
If the issue is still happening, another option is to import your transactions manually. I've included a helpful article that walks you through the full procedure: Add older transactions to QuickBooks Self-Employed.
Once you've imported the transactions, you can start categorizing them to ensure they’re assigned to the right accounts. For more guidance on categorizing transactions, check out this resource: Categorize transactions in QuickBooks Self-Employed.
If you need any further assistance with your bank transactions, please don’t hesitate to share any details below. I’ll keep an eye on this thread and will get back to you with more information.
