Skip to main content
December 5, 2024
Question

Can I recover categories for credit card transactions that I deleted and re-added to fix the bank connection?

  • December 5, 2024
  • 1 reply
  • 0 views

The transactions came back but I lost all the previous categories. Can QBSE recover my account to a certain point?

1 reply

December 5, 2024

Hello there, Blake. It's important to note that reverting transactions back to a specific prior point is not possible. I'm here to provide further details below.

 

When you delete an account, please be aware that it permanently removes all transactions, any modifications, or unique calculations you've made. This operation is final, leading to the loss of all customizations, such as added categories. Should you reconnect the account, these customizations cannot be restored, and the transactions will revert to their original state.

 

Please refer to this article for more details: Delete bank and transaction data in QuickBooks Self-Employed.

 

That said, you can reach out to your bank to request the deleted transactions and manually import them back into the system, allowing you to reapply the categories as needed.

 

Additionally, you can refer to this article to choose the correct classification: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed.

 

We're always here to help you with your QuickBooks query, Blake. Have a great day ahead.

December 5, 2024

Thanks for the reply. I was able to talk to someone at QBSE and they got my categories recovered to match my transactions that had been previously filed away and were missing. So I am all good now.