Quickbooks pulled in no data for the months of Jan and Feb in my transactions. Is there a quick way to import these from my bank account, or do I have to do it manually?

Yes, we can manually import your January and February transactions using a CSV file, which helps avoid manual entry for transactions older than 90 days, Jon.

To import your transactions, follow these steps:

1. Log in to your online banking and download your bank statements for January and February in CSV format.
2. In QuickBooks Self-Employed, navigate to the Gear icon and select Import transactions.
3. Under the Action column, select the Import Older Transactions option.
4. Click Browse to find and select the CSV files you downloaded.
5. Select Open to begin the import process.
6. Follow the on-screen instructions to upload and map your file, then select Continue to complete the import.

For more information on importing your bank transactions, check this article: Manually import transactions into QuickBooks Self-Employed.

You can also explore these resources to help you manage your transactions and create bank rules to streamline the categorization process in QBSE:

• Create rules to speed up reviews in QuickBooks Self-Employed
• Schedule C and expense categories in QuickBooks Self-Employed

If you have any further questions or require additional assistance, please add a comment below. We are here to help.

@jon.raitt 

You can use csv2qbo converter tool

https://www.moneythumb.com/?ref=110