I understand that you have been facing issues with transactions not appearing in your account from June to August, @vlindner. I am here to help you resolve this problem.
QuickBooks relies on the data provided by your financial institution, I suggest refreshing your account as the connection might be causing the problem.
If refreshing doesn't solve the problem, manually import transactions with a CSV file. Most banks support CSV downloads from their websites. If you use spreadsheets for tracking, you can also save your work in this format. Here's how to import CSV files to get your transactions into QuickBooks:
- Go to the Profile icon and select Imports.
- Select Import Transactions and follow the onscreen steps to upload the CSV file.
- Select Import.
You can read this article for more details about manually importing transactions in QuickBooks Self-Employed (QBSE): Manually import transactions into QuickBooks Self-Employed.
Furthermore, you can also visit this page to learn more on how to manage bank transactions in QBSE: Create rules to speed up reviews in QuickBooks Self-Employed.
Please, let me know If there is anything else you would like me to assist you with regarding transactions in QBSE. Our door is always open and you can post here anytime. Take care and have a great day!
