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May 16, 2021
Question

Hi, I'm missing transactions from August 15th to November 17th. QB says my account is updated.

  • May 16, 2021
  • 1 reply
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1 reply

JasroV
May 16, 2021

Thanks for you utilizing the Community space, @vwgirl9.

 

I can help you download those missing transactions to your QuickBooks Self-Employed (QBSE). 

 

I suggest logging in to your bank website and download those transactions. Then, upload them to your account. I'd be glad to walk you through the steps. 

 

  1. Sign in to your bank’s website and follow your bank’s steps to download your transactions as a CSV file.
  2. Ensure to download only those transactions from August 15th to November 17th to avoid duplicates. 
  3. Follow any on-screen instructions to finish the download.
  4. Once done, sign in to your QBSE account.
  5. Go to the Gear icon and select Imports.
  6. Select Import older transactions for the account you want to add transactions to.
  7. Click Browse and find the file you downloaded from your bank.
  8. Select the file and click Open to start the import.
  9. Review the column headers and data, then click Continue to complete the import.

 

You can also see this link for more details: Add older transactions to QuickBooks Self-Employed.

 

Once done, categorize the transactions on the correct line of your Schedule C for accurate tracking.

 

You can always get back to me if you have any other concerns or questions managing your transactions. I'm only a post away from you. Have a great week ahead!