missing transactions

Hi, Chris.

I appreciate you for sharing the details of your concern. I can see how hard you've tried in here to categorize your transactions accordingly. I want to ensure you'll be able to get the Personal or Split option for those missing entries.

Manually added transactions will directly fall under Business type by default. This is the reason why you cannot choose Personal or Split type. The only way to tag a transaction under Split or Personal if it's downloaded from your bank or it's an imported one. Thus, you can manually import your 7 months of data to QuickBooks Self-Employed (QBSE). I'm here to guide you with the detailed steps.

First, get the transactions from your bank. 

1. Sign in to your bank or credit card's website.
2. Follow your bank's instructions for how to download CSV files of your transactions to your computer.
3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

Then, here's how you can import your transactions to QBSE:

1. Go to the Gear or Profile icon, then click on Imports.
2. Select Import transactions.
3. Follow the onscreen steps to upload the CSV file.
4. Hit Import.

Here's an article you can read more about uploading your bank transactions to QuickBooks: Manually import transactions into QuickBooks Self-Employed.

Once the transactions are added to QBSE, you can categorize them and put your transactions on the correct line of your Schedule C and expense categories.

If you have any other follow-up questions about adding or uploading bank transactions to QuickBooks, please notify me by adding a comment below. I'm always here to help. Have a good one!

I've done that. I tried that before I contacted tech support. Then tech support had me try that again. I spent hours with tech support.  I even sent a copy of the bank transactions which he checked/edited and sent back to try again. Then I tried it again just now. We were unable to get the transactions to download.

When I try to download the transactions I get a message saying that it's filtered out the transactions that it already received from the bank connection. 

Get it?

It thinks the transactions have already been downloaded, so It won't let me download the missing transactions. Yet there's no data for June 6 2020 to Jan 15 2021. There's no transactions listed for that period. There's also no income or expenses reported for that period. I feel like it could be something simple, but as yet there's been no solution offered. 

Tech support finally said they'd  have to pass it on to the development team, and I could manually enter each transaction myself. But for whatever reason,  as you've just told me, a manually entered transaction cannot have a personal/split transaction. 

I'm trying to be patient, because my other alternative is to hire a book keeper to re-do my entire year. 

However I'm running out of time. If I can't get it resolved soon I'll be forced to give up on the software.