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You can manually upload the missing transactions, Millicent. Let me guide you through the steps to get these entries from your bank.
Missing transactions occur when the connection between the bank and QuickBooks gets disrupted. Since the transactions were from the last three months of 2024, you can manually add them using a 3-column or 4-column CSV file from your bank to ensure compatibility and successful import. Here's how:
- Go to the Gear icon.
- Select Import transactions.
- Click Import older transactions.
- Follow the onscreen steps to upload the CSV file.
- Select Import.
Moreover, proceed with categorizing the data to organize your income and expenses by following the steps outlined in this article: Categorize transactions in QuickBooks Self-Employed.
If you need more help importing and managing your bank transactions, kindly share the details below. I'm here to help you every step of the way.
