Glad to have you here in the Community, Jasmine. I'm here to provide details to help you recover missing bank transactions.
Ensuring the seamless flow of your financial transactions is crucial for accurate record-keeping. However, disruption in the connection between your bank and QuickBooks Self-Employed(QBSE) can lead to missing transactions.
To safeguard against this, I recommend importing missing bank transactions into QBSE. This approach enables you to fill in any gaps in your recorded transactions. Let me guide you through the process.
First, export the transactions from your bank. Refer to 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 you want to add transactions to.
- 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.
Additionally, you can check this article to learn more about the process: Add older transactions to QuickBooks Self-Employed.
After importing missing bank data, categorize your transactions to ensure your records remain current. You can browse the articles below to learn more:
Please let us know in the comments if you need assistance managing missing bank transactions in QBSE. We're always here to help you out. Have a great day ahead.