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Feb 28, 2021 5:02 PM UTC
Question

I have just connected my bank account. Only tax year 20-21 transactions are showing. How can I see and search 19-20?

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1 reply

JessT
Mar 1, 2021 1:10 AM UTC

Hi jasminmarinagobe!

 

Some banks will only provide the transactions in the last 90 days after connecting to QuickBooks Self-Employed. For the older ones, you can manually upload them.

 

Here's an article with steps to guide you through the process: Add older transactions to QuickBooks Self-Employed

 

Step 4 of the article will guide you about managing your transactions.

 

If you need more help, feel free to go back to this thread.