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July 19, 2021
Question

Hi! I recently tried to pull up my 2017 expenses and PNL and it seems only one of my bank accounts were connected. Is there a way to reconnect a bank account from 2017

  • July 19, 2021
  • 1 reply
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For some reason when I pull up 2017 only one of my four bank accounts connected. I need to amend my taxes and I need to correctly see my expense break down

1 reply

Jen_D
July 19, 2021

I want to make sure the missing transactions in QuickBooks Self-Employed, @missyc325.

 

You have the option to import bank transactions using a spreadsheet whether the bank is connected or not. The steps are simple and easy, refer to them below:

 

  1. Click the Gear icon and choose Imports.
  2. For connected accounts, click the Import older transactions link . For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Hit Continue then Done.

 

I'm adding a few related articles below to guide you further with the process:

 

 

Come back to our forum for other questions or clarifications with banking or the import process in QuickBooks Self-Employed. I'm always here to help. Have a nice day!