Skip to main content
Oct 23, 2020 7:04 PM UTC
Question

There are missing sections of my bank account outgoings etc, uploaded across to my quickbooks. Gaps here and there from last year's tax year. How do I make sure all months are synced up? not just recent connection loss. Thanks

Original commenter did not share additional details

1 reply

Oct 23, 2020 11:02 PM UTC

Hi @esthervardy,

 

I'll walk you through how you can import all your bank transactions in QuickBooks Self-Employed (QBSE).

 

To upload the missing bank transactions by hand. Before you proceed, check which transactions are already in QuickBooks to avoid duplicates.

 

Here's how:

 

  1. Go to the Transactions tab.
  2. From the Account: All drop-down menu, select All.
  3. Pick All from the Date drop-down menu.
  4. Take note of the oldest transaction date in the account.

See the rest of the steps in this article: Add older transactions to QuickBooks Self-Employed. Scroll down to Step 2: Export the transactions from your bank section to continue.

 

Let me know if there's anything else. Leave a comment below, and I'll get back to you.