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lisahsugg@gmail.
Level 1

I AM MISSING THE LAST 4 BANK STATEMENTS FROM LAST YEAR. HOW CAN I GET THEM BACK IN. MY ACCOUNT IS LINKED.

WHY ARE MY DOWNLOADED BANK TRANSACTIONS NOT IMPORTING?
2 Comments 2
On Beta
Level 6

I AM MISSING THE LAST 4 BANK STATEMENTS FROM LAST YEAR. HOW CAN I GET THEM BACK IN. MY ACCOUNT IS LINKED.

What file format you can download from your bank? csv, pdf or else?

LollyNino_C
QuickBooks Team

I AM MISSING THE LAST 4 BANK STATEMENTS FROM LAST YEAR. HOW CAN I GET THEM BACK IN. MY ACCOUNT IS LINKED.

I appreciate you reaching out to us in the Community, Lisa.

 

I'll ensure you can view your missing transactions in QuickBooks Self-Employed (QBSE) so you can categorize them promptly.

 

When you link your bank account with QuickBooks, your recent transactions download automatically. However, most financial institutions only permit the automatic downloading of the last 90 days of transactions, so if you can't locate the data, it may be because it's older than 90 days.

 

To retrieve the missing entries, you can manually add them using a CSV file from your bank, ensuring you use either a 3-column or 4-column format for compatibility and successful import.

 

Here's how:

 

  1. Go to the Gear/Profile icon and click on Import transactions under the Transactions.
  2. Locate your bank account and select Import older transactions under the Action column.
  3. Click Browse and choose the CSV file you wish to import.
  4. You'll be back in the Import transactions window. From there, select the Include all transactions option.
  5. Follow the onscreen instructions to upload the CSV file.
  6. Click Continue.

 

I've included a short clip below as a reference.

 

chrome-capture-2024-8-15 (1).gif

 

For more details about manually importing transactions in QuickBooks Self-Employed (QBSE), read this article: Add Older Transactions to QuickBooks Self-Employed.

 

Additionally, I'll add this article to help you enter single transactions: Manually add transactions in QuickBooks Self-Employed.

 

Moreover, here's an article to assist you in managing bank transactions: Categorize transactions in QuickBooks Self-Employed.

 

Don’t hesitate to return to this thread if you need further assistance restoring or importing the missing transactions. I’ll be here to assist you at any time, Lisa. Have a good one!

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