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March 6, 2021
Question

Most but not all of the transactions between May 19 and December 31st 2020 are missing, but it looks like the accounts were still attached!

  • March 6, 2021
  • 1 reply
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1 reply

MaryLandT
March 6, 2021

Let me help bring in those missing transactions, katiecavanagh.

 

The connection between your bank and QuickBooks may have been interrupted at that time. When this happens, the system won't be able to download bank statements.

 

You can download transactions from your bank. Let me show you how:

  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 the file is ready, here's how to import them to your account:

  1. Open QuickBooks Self-Employed in a web browser.
  2. Go to Settings ⚙, then choose Imports.
  3. Click Import older transactions for the account you want to add transactions to.
  4. Select 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. Select Continue to complete the import.

When you're done, review and categorize your transactions to put them in your accounts.

 

To prevent this from happening again, make sure to review the Transactions page all the time.

 

Let me know if there's anything else you need by commenting below. I'm always right here to help manage your bank transactions.