I've got your back, @carey332. I'm here to provide some insights on why some of your bank transactions are missing from QuickBooks Self-Employed (QBSE).
When you connect your bank account to QBSE, the system downloads 90-days to 24 months worth of historical banking transactions. After that, QBSE will download your banking transactions regularly (every 24 hours).
In the meantime, we can manually import transactions into QBSE using a CSV file. We can get them by going to the bank's website and downloading them. Here's how to import the file:
- Go to the Gear icon, and then select Imports.
- Click Import older transactions on the right for the account you want the transactions to belong to.
- Follow the instructions onscreen to finish importing your data.
- Select Import.
For more details on the steps above, you can check out this link: Add older transactions to QuickBooks Self-Employed.
In case you'll encounter duplicate transactions from your connected bank and credit card accounts, you can refer to this article.
I'm always around and ready to help if you have more questions about managing your bank transactions in QBSE. Just click the Reply button to add your comment so I can assist you further. Have a good one!
