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March 7, 2021
Question

Is quickbooks self employed down/glitching? My data seems to be lost from much of 2020.

  • March 7, 2021
  • 1 reply
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1 reply

March 7, 2021

Hi @gabrielalucia.

 

Let's sort this out. You may need to filter the date to show last year's data. Aside from that, when the bank is disconnected, entries won't show in your account.

 

Here's how:

  1. In your QBSE company, tap the Transactions tab to access the Transactions page.
  2. From there, click the drop-down for Type to check how the data is filtered and make sure it’s set to All.
  3. Go to the Date drop-down and choose All. This way, you can view all the data.

If the entries on the Transactions page are correctly set up, let’s go to the Bank accounts page to see your account. The steps are quick and simple.

  1. Go to the Gear icon to choose Bank accounts under Transactions.
  2. When the Bank accounts page opens, review the information and make sure the account is listed.
  3.  If it doesn’t show, press the + Connect another account link to open the Connect another bank or credit card window.
  4. Type in the bank's name in the Enter the bank or credit card name field.
  5. From the list, click the account you’re working on.
  6. Enter the sign-in info you use for your financial institution’s website.
  7. Hit Connect securely when you’re ready.

 

For more details about the process, check out the Connect bank and credit card accounts to QuickBooks Self-Employed article. It outlines the instructions on how to link an account using a mobile device.

 

 In case you wanted to add the previous year's entries, you can export them from your bank and then import information to your company. Follow the recommended steps in the Add older transactions to QuickBooks Self-Employed guide.

 

Don't hesitate to tag my name in the comment section below if you have other concerns about your QBSE data. 

I'm always ready to help.