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MirriamM
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It's great to see you back, cindystrom12. Let me join this thread and clarify your concern regarding the missing transactions.

 

If you've connected your bank account for the first time, QuickBooks Self-Employed (QBSE) typically downloads transactions from the past 30 to 90 days, and in some cases, up to a year. However, you can manually import your bank data into the program to maintain accurate records. Please follow the steps provided by my colleague above.

 

Additionally, could you please confirm the name of your bank? Did you receive any error messages? Any extra information would be greatly appreciated.

 

Once your transactions are downloaded, make sure to categorize them correctly on your Schedule C. You can also create and manage category rules to quickly categorize common expenses and income.

 

Got other product concerns or additional questions about handling your transactions? Get back to us, we're always ready to lend a helping hand. 

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