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January 19, 2021
Question

Hi, I have just noticed that there is a considerable gap of about 20 days from my bank transactions in QBs Self employed Aug 20 to Sept 14 2020. How can I rectify this without having to add the transactions manually. Thanks

  • January 19, 2021
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1 reply

Jen_D
January 20, 2021

It's nice to have you here, @steveleeevans,

 

I want to make sure the missing bank entries are synced properly in QuickBooks Self-Employed.

 

You can use the Refresh All button to sync bank transactions into the system automatically. 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!