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November 14, 2022
Question

not able to upload santander bank further back than july 22??

  • November 14, 2022
  • 1 reply
  • 0 views

we cannot upload santander transactions any further back than july 22. it is a personal account wonder if thats the prob or do we need to switch from self employed to online??

1 reply

AlcaeusF
November 14, 2022

Hi @sarahjayne,

 

We want to help you with your concern about your bank transactions. However, we need more information about it to provide the correct resolution and to get this sorted out promptly.

 

Can you share additional information about the bank issue? Are you trying to upload your bank transactions manually using a CSV file from your bank? Any details will help ensure a much more accurate resolution.

 

In the meantime, you can check this article about importing bank transactions in QuickBooks Self-Employed: Add older transactions to QuickBooks Self-Employed.

 

Please know that you're always welcome to post any questions you have in this space. Have a great day ahead.