Last eight months of last years transactions are not loading up

Not to worry, buildingjustfory.

I'm here to ensure you can get those last year's transactions into QuickBooks Self-Employed in no time.

When you connect your bank to QuickBooks Self-Employed, it automatically downloads 90-days of recent transactions. This is why last year's data don't show up. 

To add those past transactions in QBSE, you'll need to export them from your bank and then import them into the system. I'll walk you through the process.

To 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 you have the transactions downloaded, you're good to go in importing them. You can follow these easy steps:

1. Log in to QuickBooks Self-Employed. 
2. At the upper-right, click the Gear icon.
3. Select Import.
4. Click Import older transactions for the account you want to add transactions to. If the bank is not connected, click the import transactions link under the list of bank accounts.
5. Select the file and select Open to start the import.
6. Review the column headers and data. Ensure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 
7. Select Continue to complete the import.

Now that you have them on the system, you can review and categorize them. Check out this article for more details about the schedule C and expense categories in QuickBooks Self-Employed.

I'll be right here if you have any other banking concerns, @buildingjustfory.