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davehearne48
January 3, 2026
Question

In bank transactions and with all the filters open I can now only see my transactions back to June 28th 2025 and nothing before then. Any idea why that is, please?

  • January 3, 2026
  • 7 replies
  • 22 views
No text available

7 replies

R
RhoiceWQuickBooks Team
QuickBooks Team
January 3, 2026

Hi there, Dave. Thanks for bringing this to our attention. Allow me to share some information about how QuickBooks SoleTrader stores your transactions.

 

QuickBooks itself can store unlimited transaction history; the limitation often comes from the bank connections. Most banks allow QuickBooks to download transactions from the last 90 days to 24 months, depending on the bank.

 

Since older transactions are missing, I suggest downloading your bank statement using a CSV file and importing it manually into QuickBooks.

 

Here's how:

 

  1. In your QuickBooks Solopreneur, go to the Gear icon.
  2. Select Import data. Then, on the dropdown button, choose Bank data.
  3. Upload the bank statement, then select Continue.
  4. Map the categories correctly and follow the on-screen instructions to successfully import the transactions.

 

If you have other questions related to QuickBooks, don't hesitate to reply here in this thread. We're here to help.

D
davehearne48Author
January 3, 2026

Thanks, but this is not ideal. I really liked the fact that I could link my accounts and hadn’t realised there would be a restriction on timing from the banks. I may as well enter all my transactions manually from now on, if they are just going to be ‘lost’ in 9 months time. Or am I missing something here? 

E
Ethel_AQuickBooks Team
QuickBooks Team
January 3, 2026

Hello there, Dave.

 

Connecting your bank account to QuickBooks Solopreneur is the quickest way to download transactions from the past 90 days. It’s also an efficient method to maintain accurate and hassle-free bookkeeping. I'll provide more details to clear up any confusion regarding bank connectivity.

 

The 9-month limitation refers to the period for which QuickBooks can retrieve transactions from a connected bank account. This restriction is imposed by the banks, not by QuickBooks itself.

 

Once you connect your bank and download transactions, the data will remain in QuickBooks unless you delete it.

 

Don't hesitate to comment below if you have questions about connecting your bank account and importing bank transactions to QuickBooks Solopreneur.

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