I am only seeing transaction data for 5 months out of 2023 instead of all 12. I tried to import the data as per instructions but it says 'fail' ever time I try. Help!

Let's work together to bring your transaction, Eva.

QuickBooks Self-Employed (QBSE) relies on the data provided by your financial institution. Therefore, missing transactions may occur due to delays or interruptions in the bank connection and the program. It can also be your bank is currently undergoing maintenance.

Also, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

First, let's access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

Additionally, uploading CSV files has a specific format to prevent errors when uploading bank transactions. The 3-column or 4-column format. I've added a screenshot below for visual reference:

Furthermore, exceeding the 1,000-row limit may cause the file to fail or become too heavy to import. Consider importing the data in smaller batches.

For future reference, use this guide in organizing your transactions: Categorize transactions.

Moreover, you can visit this page to learn how to manage entries quickly: Create rules to speed up reviews.

Let me know in the comment below if you have more questions about importing transactions into the program. I'll be around ready to help. Take care.