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April 5, 2026
Question

one of my bank accounts to do not show up for a majority of last year

  • April 5, 2026
  • 1 reply
  • 1 view
No text available

1 reply

QuickBooks Team
April 5, 2026

Hi, Alex. Are you referring to the bank transactions in your account? If so, when you first connect your bank to QuickBooks, the system typically imports only the most recent 30 to 90 days of transactions.

 

To add older transactions, you'll need to export them from your bank as a CSV file and upload them into your account by going to Settings > Import transactions.

 

You can view this helpful article for the full instructions on how to add older transactions: Add older transactions to QuickBooks Self-Employed.
 

Once your transactions are imported, this article can help you categorize them properly: Categorize Transactions in QuickBooks Self-Employed.

 

If you have any questions, feel free to reply below. We're here to help.