You're already on the right track in keeping your financial data accurate, @BCSGllc.
Let's make sure to select the Include all transactions option when importing your CSV file so you can remove the error message you've encountered and retrieve your missing transactions in QuickBooks Self-Employed (QBSE).
The connection between your bank and QBSE may have been disconnected. That's why you have missing transactions from February to August of 2022. To successfully import your CSV file, all you need to do is select the Include all transactions option and continue with the process. Here's how:
- Go to the Profile ⚙ icon and then select Import transactions.
- Find your bank account and select Import older transactions under the Action column.
- Click Browse and select the CSV file you want to import.
- You'll be routed back to the Import transactions window. From there, select the Include all transactions option.
- Follow the onscreen steps to upload the CSV file and click Continue.
You can read this article for more details about manually importing transactions in QBSE: Manually import transactions into QuickBooks Self-Employed.
Once you're done, go to the Transactions menu and categorize your imported transactions. This way, QuickBooks puts them on the correct line of your Schedule C.
Also, you may want to check out one of our Help pages as your reference to guide you in managing your bank transactions and connectivity in QBSE: Banking Help for QuickBooks Self-Employed.
I'm all ears if you have other banking concerns or questions about managing transactions in QBSE. Drop a comment below, and I'll gladly help. Take care, and have a great day, @BCSGllc.
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