How can I see my bank transactions from last year? I can only see this year

Let's find your last year's bank transactions, lekraus21-gmail-.

To locate last year's entries, go to the Transactions tab, then select Last year for the period. Here's a screenshot for your visual guide.

If they're still missing,  I recommend downloading transactions from your bank. Then, manually import them to QuickBooks. Here's are the steps you can follow:

1. Log in to QuickBooks Self-Employed. 
2. At the upper-right, click the Gear icon.
3. Select Import.
4. Click Import older transactions for the account you want to add transactions to. If the bank is not connected, just click the import transactions link under the list of bank accounts.
5. Select the file and select Open to start the import.
6. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 
7. Select Continue to complete the import.
   
   

The transactions are now on the Transactions page which you can review and categorize them. Check out this article for more details about the schedule C and expense categories in QuickBooks Self-Employed.

Moving forward, make sure to check your Transactions page daily. There are some instances why missing transactions can occur:

• They may have implemented changes to its service offerings.
• An update on your bank’s information such as the name (bank merger), account number, and login credentials requires you to refresh it in QuickBooks.
• You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
• There may be ongoing maintenance on your bank’s website

You can refresh the connection to ensure all entries are downloaded. Doing this helps restore the bank connection and will trigger updates to your bank transactions.

Here's how

1. Go to the Settings icon.
2. Choose Bank Account.
3. Click Refresh All. 
   
   

Here are some articles that can help you add transactions manually in QBSE:

• Add older transactions to QuickBooks Self-Employed
• Manually import transactions into QuickBooks Self-Employed
  
  

Please keep me posted if there are other things you need aside from locating older transactions. I'm always around to help you.