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imelda-j-portillo
Level 1

why am I missing 2 months of my accounts

 
2 Comments 2
jamesjdt
Moderator

why am I missing 2 months of my accounts

Hi, Imelda. When you connect your bank for the first time, most banks let you download only the last 90 days of transactions into QuickBooks Self-Employed.

 

If any transactions are missing from the initial download, you can import them using a CSV file provided by your bank. Here’s a helpful link for reference: Manually import transactions into QuickBooks Self-Employed.

 

Additionally, hiding a connected bank account can remove its transactions from the Transactions page. To unhide the account, click the gear icon in the upper-right corner. Then, select Manage accounts under TRANSACTIONS, and turn the connected bank account on.

 

Then, you can categorize the bank transactions like you usually do.

 

Let us know if you need any further assistance. We’re here to help.

jamesjdt
Moderator

why am I missing 2 months of my accounts

Hi @imelda-j-portillo,


I just wanted to follow up to check if the resolution we provided helped resolve your issue.


Please let us know if everything is now working as expected or if you're still experiencing any problems.


We'll be glad to assist further if needed.

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