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April 7, 2024
Question

Whenever I try to pull up my transactions from last year, 2023, It says "We didn't find anything." What can I do so I can start categorizing my transactions?

  • April 7, 2024
  • 1 reply
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1 reply

April 7, 2024

I'm here to provide some insights about your transactions from last year, Presly.

 

If you can track your transactions since last year, make sure to filter them correctly. If you haven't added your transaction from the bank to your QuickBooks Self-Employed account yet, you can import it manually.

 

To do that, Export your transaction first from the bank.

 

1. Log in to your bank's website.

2. Follow your bank's steps to download your transactions as a CSV file. Look for a button or link on your account page.

3. Make sure to set the date range to include at least one day before the oldest transaction in your QuickBooks account.

4. Follow any on-screen instructions to complete the download.

 

Once you're finished, you can proceed with importing the old transactions. Here's how:

 

1. Open QuickBooks Self-Employed in a web browser. 

2. Click the Gear icon. 

3. Select Imports, then choose Import older transactions for the account you want to add transactions to. 

4. Click Browse, select the file downloaded from your bank, then click Open to start the import. 

5. Review the column headers and data to ensure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. Other column headers can be in any order. 

6. Select Continue to complete the import.

 

Moreover, I've added this article for more detailed information: Add older transactions to QuickBooks Self-Employed.

 

Also, you can check this article to learn more about Banking for future reference.

 

If you need any further assistance with banking transactions in QuickBooks Self-Employed, feel free to let me know in the comments below. Have a great day.