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February 21, 2021
Question

Why can't I see transactions for my business before 3/25/20?

  • February 21, 2021
  • 1 reply
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1 reply

Jen_D
February 21, 2021

I want to make sure the missing transactions in QuickBooks Self-Employed, @rebekah-staggs,

 

We can start by finding them in the Transactions page. Apply the filters including the date and the account the entries are saved. See this: 

 

 

You can also log in to a different browser or use a private window and see if you can find the missing entries.

 

If it wasn't there or the bank feeds did not sync, you can use the Refresh All button to retrieve missing entries. This will help fetch the transactions that were not imported, hence, causing the bank balance to be incorrect. See this:

 

 

If it doesn't work, you have the option to import bank transactions using a spreadsheet. The steps are simple and easy, refer to them below:

 

  1. Click the Gear icon and choose Imports.
  2. For connected accounts, click the Import older transactions link . For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Hit Continue then Done.

 

I'm adding a few related articles below to guide you further with the process:

 

 

Come back to our forum for other questions or clarifications with banking or the import process. I'm always here to help. Have a nice day!