My account is not pulling in all the transactions from the new bank account I added. How can I correct this?

Let's ensure you have all your transactions for 2024 recorded in QuickBooks Self-Employed (QBSE), Allyson.

Firstly, when you link your bank account to QBSE, your recent transactions (approximately 90 days) will be downloaded automatically.

Since you need to bring your older transactions into the platform, we can manually import your bank transactions into QBSE.

To start, let's verify existing items in QuickBooks to avoid duplicates:

1. In QuickBooks Self-Employed, navigate to Transactions.
2. From the Account All drop-down, select the account you plan to upload transactions into.
3. Click All from the Date drop-down menu.
4. Select the Date column header to sort the list by date.
   • Note the date of the oldest transaction in the account.

After you've reviewed everything, we can now 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, usually found on your account page.
3. Set the Date Range for at least one day before the oldest transaction in QuickBooks.
4. Complete the on-screen instructions to finish downloading.
   • Important: Even if your bank doesn’t have specific instructions for QuickBooks Self-Employed, downloading transactions as a CSV file will work.

Once done, we're now ready to import your bank transactions. Allow me to guide you through the process:

1. Open your QBSE account in a web browser.
2. Navigate to the Settings ⚙, then click Imports.
3. Click Import older transactions for the account you wish to add transactions to.
4. Click Browse and find the file you downloaded from your bank, usually in your Downloads folder.
5. Select the file and click Open to start the import.
6. Review the column headers and data. Ensure the Date, Description, and Amount columns in the CSV match those in QuickBooks. The order of other columns can vary.
7. Click Continue to complete the import process.

Additionally, you might want to check out this article to learn how to review your imported transactions: Add older transactions to QuickBooks Self-Employed.

Moreover, you may want to categorize your bank transactions to align them correctly with your Schedule C.

Feel free to reach out here in the Community if you have further concerns about your bank transactions. I'll get back to assist you. Have a great day.