Let me make it up to you by ensuring you'll be able to restore the transactions in QuickBooks Self-Employed (QBSE), info.
If you're unable to find transactions from August to November in QuickBooks after linking your bank account, these transactions may be older than 90 days. Most financial institutions only allow the automatic download of the last 90 days of transactions.
To get the missing entries, you can add them manually using a CSV file from your bank. Let's make sure to use either a 3-column or 4-column format of your CSV file. This is to make sure that it will be compatible and will be imported successfully.
Here's how:
- Go to the Profile icon and click Imports.
- Select Import transactions.
- Click Import older transactions for the account you want to add transactions to.
- Follow the onscreen steps to upload the CSV file.
- Hit Import.
Here's an article about this option for more details: Add Older Transactions to QuickBooks Self-Employed.
Once done, you can now assign categories to the imported transactions using the steps in these articles: Categorize Transactions in QuickBooks Self-Employed.
Keep me posted if you're able to restore or import the missing transactions. You can also post more questions if you need more help from us. Have a great day.
