I am missing transactions from May thru October?

Hi, @moongava.

You can use an Excel CSV file to import the missing transactions in QuickBooks Self-Employed (QBSE). I'm here to share with you the detailed instructions.

Once your bank account is connected to QBSE, the system automatically downloads the recent bank transactions into QuickBooks. If there are missing entries, you can update your bank manually.

Here's how:

1. Open your QBSE account, then go to the Gear icon.
2. Select Banking under Transactions.
3. Tap on Refresh all.

However, for 90 days old or older bank transactions, you need to need to import them manually.

First, export the transactions from your bank.

1. Sign in to your bank’s website.
2. Follow your bank’s steps to download your transactions as a CSV file. This is usually a button or link on your account page. 
3. Set the date range for at least one day before the oldest transaction in the account in QuickBooks.
4. Follow any on-screen instructions to finish the download.

Once done, here's how to import them to QBSE.

1. Open your QBSE account using a web browser.
2. Go to the Gear icon, then select Imports.
3. Select Import older transactions for the account you want to add transactions to.
4. Tap Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
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. The other column headers can be in any order.
7. Click Continue to complete the import.

For additional instructions, I recommend checking out these articles:

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

Once your transactions are all available in QuickBooks, here's how you can review and categorize them into the right accounts.

Please let me know how else I can help you with your banking transactions. I'm more than happy to help. Have a good one!