Why am I missing 4 months of transactions, from Sept. 11 2025 until February 21, 2026? And how can I be sure there aren't more missing without cross-checking everything?

Hi there, Info2376. QuickBooks Self-Employed automatically downloads transactions from your bank. However, occasionally, the bank connection may stop syncing without displaying an obvious error. This can happen due to bank maintenance or connection interruptions.

First, let's check your bank connection and see when it was last updated. Hover over the Gear icon > Manage accounts > Refresh all.

Next, let's get those missing 4 months back. The fastest way is to download your transactions from your bank and manually add them using a CSV file. Here's how:

1. Go to the Gear icon and click Imports.
2. Under the Transactions column, choose Import transactions.
3. Click Import older transactions for the account you want to add transactions to.
4. Click on Browse and locate the file you downloaded from your bank. It's usually in your Downloads folder.
5. Select the file and select Open to start the import.
6. Review the column headers and data. Ensure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
7. Select Continue to complete the import.

To ensure accuracy without manually checking each transaction, compare your monthly bank statement balances with the totals in QBSE. If they match, your data is complete; if not, there may be missing or duplicate transactions.

Ensure to check for duplicates when your bank connection is reestablished. You'll need to exclude them so they don't affect your tax calculations.

Once done, you can now assign categories to the imported transactions using the steps in these articles: Categorize Transactions in QuickBooks Self-Employed.

Feel free to ask additional questions if you require further assistance from us. We're here to help.