I'm missing 3-4 months of transactions. How can I restore these transactions?

Let me make it up to you by ensuring you'll be able to restore the transactions in QuickBooks Self-Employed (QBSE), info.

If you're unable to find transactions from August to November in QuickBooks after linking your bank account, these transactions may be older than 90 days. Most financial institutions only allow the automatic download of the last 90 days of transactions.

To get the missing entries, you can add them manually using a CSV file from your bank. Let's make sure to use either a 3-column or 4-column format of your CSV file. This is to make sure that it will be compatible and will be imported successfully.

Here's how:

1. Go to the Profile icon and click Imports.
2. Select Import transactions.
3. Click Import older transactions for the account you want to add transactions to.
4. Follow the onscreen steps to upload the CSV file.
5. Hit Import.

Here's an article about this option for more details: Add Older Transactions to QuickBooks Self-Employed.

Once done, you can now assign categories to the imported transactions using the steps in these articles: Categorize Transactions in QuickBooks Self-Employed.

Keep me posted if you're able to restore or import the missing transactions. You can also post more questions if you need more help from us. Have a great day.

@info2000 

You can use one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround

https://www.moneythumb.com/?ref=110

Well, I understand that importing transactions from my bank has a limit on how far back it goes. So, I manually entered the OLD transactions in the Register, but they do not show up in the Account view.

I'm wondering if the Account view was originally set to a date, like July 2020, and the transactions from Jan - Jun 2020 are hidden because they are prior to the original Account import.

No where can I find any setting on the Account view to find out its start date. If the transactions are accurate in the Register, why do they not show up in the Account view? Makes me wonder then, if Reports are based on the Register or the Account view.

BTW, it's also frustrating that I cannot EDIT certain fields after a transaction is posted. Seems like the database design in the backend is the limiting factor - which to me, indicates a poorly designed database. I'm half thinking about exporting everything and using another software provider or Excel to manage everything. In Excel, at least I have the option of editing everything to make sure the data is accurate. Pivot tables are easy to do to get the reports I need.

Cheers, Larry