Thank you for bringing this issue to our attention. I know how significant maintaining accurate and complete financial records is, particularly concerning your business transactions. I'm here to help identify the cause of your missing transactions from August to December 2024 and find a solution.
To begin, if this is a new connection with your bank, most financial institutions only allow the download of transactions from the past 90 days. This limitation could explain missing older transactions.
If your bank is already connected to QuickBooks Self-Employed (QBSE), it relies on data from your financial institution. Any issues with the bank connection can lead to missing transactions. You may want to check if your bank is undergoing maintenance or if any notifications need attention.
You may also refresh your bank account. Here's how:
- Open your QBSE company.
- Go to the Gear icon.
- Click Manage accounts.

- Tap Refresh All.

Additionally, ensure your filters are set to show all transactions for the relevant date range and account by selecting the All option for the Type, Account, and Date filters.

If they don't appear, access your account in a private or incognito browser window to isolate any browser-related issues. Use the following shortcuts:
- Safari: Shift + ⌘ + N
- Google Chrome: Press Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + N
If this works, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative.
If transactions still don't appear, you can get older transactions or manually import your transactions into your QBSE account using a CSV file from your bank account.
Here's how:
- In the upper right corner, click the Profile icon and choose Imports.
- Select Import transactions.
- Follow the onscreen steps to upload the CSV file.
- Click Import.
After importing your transactions, it is crucial to categorize them correctly. This ensures each transaction is allocated to the appropriate line on your Schedule C.
I hope this information proves helpful in resolving your issue with missing transactions. If you have any questions about these steps or need further assistance, please don't hesitate to reply below. We're committed to ensuring your QBSE account accurately reflects your financial data.