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conjureskinthera
June 7, 2024
Question

I am trying to see all transactions in quickbooks from my bank for 2021 but there is nothing there except things I manually entered.

  • June 7, 2024
  • 1 reply
  • 0 views
I searched transactions by entering a custom date field for 1/1/21 - 12/31/21 and there are NO transactions between my bank and quickbooks. I WAS connected that whole year and it was synching transactions but now I can't access/see anything.

1 reply

Bryan_M
Bryan_M
June 7, 2024

I'm glad you posted here, @conjureskinthera.

 

Let me guide you in viewing all your 2021 bank transactions in QuickBooks Self-Employed (QBSE).

 

Before anything else, we'd like to appreciate the effort in customizing the date field to see the 2021 bank transactions. 

 

Right now, I recommend changing the Type and Account field to All to show the overall bank transaction for that year.

 

In case you deleted your bank account in QBSE, you can manually import them again. Feel free to read this article for more info: Manually import transactions into QuickBooks Self-Employed.

 

 

You can read this article to help you place transactions to the correct accounts: Categorize transactions in QuickBooks Self-Employed.

 

For additional questions about finding your previous bank transactions, leave a reply below. We'll be willing to help. Have a good one.

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