My expenses and income aren’t going in under the correct month to how I’m filing them

Hello, lucycroucher123-.

I know the importance of having the correct month in filing your report. I can guide you on how to fix it.

Is your bank connected to your QuickBooks Self-Employed(QBSE) account? If so, the date displayed on the downloaded transaction comes directly from your bank. There may be a delay in your bank posting date.

As a workaround, you can exclude those transactions. Then, manually add or import them so they'll reflect the correct month.

Here's how: 

1. Go to the Transactions menu.
2. Locate and select the transaction you want to exclude.
3. Click the Exclude icon.
4. Once done, hit Apply.

Please take note of excluded transactions so you'll have the details when add or import them manually. You can refer to this link for detailed information: Exclude or delete transactions in QuickBooks Self-Employed.

Once done, you can start adding those transactions or download the CSV files from your bank website. Let's ensure the date is correct before importing them. Open the file to edit the information.

For more insight, you can review this resource to learn about the CSV format: Format CSV files in Excel to get bank transactions into QuickBooks.

Keep me posted if you have further questions about expenses and income. I'll be right here to help.