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January 19, 2024
Question

How do i find missing information such as my last 2 months of the year?

  • January 19, 2024
  • 1 reply
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1 reply

January 19, 2024

Welcome to the QuickBooks Community, @epeppers38.

 

I'm here to assist you with any concerns you have about QuickBooks Self-Employed. However, I'll need your cooperation for me to assist you. May I ask what specific information you need to find?

 

Rest assured we're here to provide you with the solution you need to achieve your goal. I'll be waiting for your response, @epeppers38.

February 5, 2024

It appears I am missing information from June 15 to October 14th of 2023. How do I get this information back into quick books? 

February 5, 2024

Hey there, LM05. Let me share some information regarding how to see your other transactions in QuickBooks Online (QBO). 

 

If you recently connected your bank to QuickBooks Online (QBO), there could be a possibility that transactions that are 90 days will be unavailable. Thus, you'll need to import this manually to QBO. 

 

Here's how: 

 

Step 1: Download your transactions

 

  1. Sign in to your online bank. 
  2. Follow the said instructions to download the CSV file. 
  3. Check the date of range for the download. 
  4. Download your transactions and save them on your computer. 

 

Step 2: Import it to your QuickBooks account

 

  1. Go to the Transactions menu located at the left navigation panel and choose Bank Transactions
  2. Select the bank in question or the bank you'd want to put your transactions into.
  3. Click the Link account dropdown and select Upload from the file
  4. You can either Drag and drop or select files and then hit choose Continue.
  5.  Follow the said steps to match the columns on the file with the correct fields. Press Continue
  6. Select Yes. Once you already accept your transactions, click Done

 

You can also refer to learn what to do if you don't see recently downloaded bank transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

Furthermore, you can utilize this material if you want to categorize your transactions after importing them to QuickBooks: Categorize online bank transactions in QuickBooks Online

 

Please let me know in the comment section if you need further assistance as you download your transactions. We're always here to assist you.