After connecting your bank to QuickBooks Self-Employed, it will automatically downloads transaction up to certain date, @kirs119333. Let me provide some details on this matter.
Depending on your bank, QuickBooks can download anywhere from ninety days to a year's worth of transactions. However, if you wish to include older entries, you'll need to manually import them using a CSV file. This process allows you to seamlessly transfer transactions from your bank to QuickBooks, ensuring your records are up-to-date.
To do so, here's how:
Get the date range.
Export your entries from your bank.
Once done, import these transactions to the software.
If you have any other questions about uploading transactions to QuickBooks, feel free to post them in this forum or comment below, @kirs119333. I'm here to help.
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