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April 26, 2021
Question

How do I fetch previous month transactions from my linked bank account

  • April 26, 2021
  • 1 reply
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1 reply

April 26, 2021

Hi there antoalex-live-co,

 

Making sure all your transactions are included in your books is an important part of your bookkeeping. QuickBooks Self-Employed is a great tool to help you keep track of your business and personal expenses. I can provide assistance with this.

 

The way to get prior transactions from the bank into QuickBooks Self-Employed would be to download a file from your bank's website and upload it into QuickBooks. The file extension would be a CSV file. Once you've downloaded the file, you can navigate to the Settings section, and select Imports. Click Import older transactions, then Browse to locate your file within your computer. Once imported, you'll be able to categorize your transactions the same way as you would have for those automatically uploaded from your bank connection. Here's an article that goes into detail about importing older transactions into QuickBooks Self-Employed.

 

If you have any more questions, feel free to reach out here.