Hello there, Sky King. Allow me to clarify things and help you with your bank transactions in QuickBooks.
Once you remove a bank connection in QuickBooks Self-Employed, the entire transaction history will be deleted permanently. In your case, you can input older entries manually or export transactions from your bank and then import them into QuickBooks using your laptop or desktop.
To export the transactions from your bank, follow the steps below:
- Sign in to your bank or credit card's website.
- Follow your bank's instructions for downloading CSV files of your transactions to your computer.
- Check the date range for the download.
- Download your transactions and save the file somewhere you can easily find it, like your computer's desktop.
Once you're ready to import, open QuickBooks Self-Employed and follow the steps below:
- Navigate to the Gear icon and click Imports.
- Choose Import older transactions for the account to which you want to add transactions.
- Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
- Follow the onscreen steps to upload the CSV file.
- Click Continue to complete the import.
You can check this article to learn more about the process: Add older transactions to QuickBooks Self-Employed.
I'll be sharing these resources that will help you categorize your bank transaction and how QuickBooks Self-Employed matches it to a line on your Schedule C categories:
Please let me know if you have any other banking concerns by replying below. I'll be around to help you. Take good care.
