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Welcome to the Community, and thank you for choosing QuickBooks Self-Employed (QBSE), @Rizred. I'll make sure you can manage your downloaded transactions and then review and allocate them accordingly.
Online Banking is one of QBSE’s most helpful and time-saving features. When you connect your accounts, your most recent transactions download automatically.
Since your transactions are already downloaded, you can exclude those irrelevant ones and categorize only the ones you need starting this tax year. To do this, here's how:
- Go to the Transactions menu.
- Locate and select all the transactions you want to exclude.
- Select the Exclude icon.
- Click Apply.
Once you're done, go ahead and categorize your transactions. This will organize your income and expenses and put them on the correct line of your Schedule C. For the step-by-step guide, please see this article: Categorize transactions in QuickBooks Self-Employed.
Also, I would encourage you to check out this article for an overview of everything you can do in QBSE and how it tracks your transactions throughout the year: QuickBooks Self-Employed Overview.
Please don't hesitate to keep me posted in the comments if you have other banking concerns and questions about managing your self-employed transactions in QBSE. I'm always ready to help. Take care, and I wish you continued success, @Rizred.
