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Dannyle1
April 4, 2019
Solved

Changed Business Bank Account and LOST all history.

  • April 4, 2019
  • 1 reply
  • 0 views

I recently moved from TSB to Barclays for business banking and all of my transaction history has been lost on Quickbooks - I can't reconnect to TSB as that account is now shut but I've lost my previous 6 years of accounts. 
Is there any way I can get the history back?

Best answer by GlinetteC

how do you do that -  upload a CSV file

My daughter has just lost all her accounts this way too - it should be very clear in QuickBooks because this is now a nightmare


We may be able to pull back through the history in Self Employed. Just reach out to our support team at QuickBooks UK under Twitter/Instagram or FaceBook or our chat team at this link . If you need them as an alternative, here are the steps you'll need on how to upload a CSV file in QuickBooks Self-Employed, whoknows1.

 

Here's how to import transactions with a CSV file:

 

  1. Open QuickBooks Self-Employed in a web browser.
  2. Go to Settings and select Imports.
  3. Choose the account you want to add the transactions into.
  4. Select Browse and find 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. Make sure 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.

For more information, visit this article: Manually import transactions into QuickBooks Self-Employed.

 

Once done, review what you've imported. Then,  categorise your transactions before putting them in your accounts.

 

I'm always here to help if you have other questions about managing your bank transactions.

1 reply

T
TaliaI
April 4, 2019


Hello Dannyle1,

 

Did you delete the bank account from your chart of accounts after disconnecting?

 

Thanks,

 

Talia

D
Dannyle1Author
April 4, 2019

Yes, but I assumed the history would still be available. 

T
TaliaI
April 4, 2019

Hello,

 

In that case, go to your chart of accounts and click on the small cog wheel at the top of the list, select include inactive within that menu. Find your TSB account and make it active. This should bring back your account history, you can then delete the balance adjust QuickBooks created when you deleted the account. You will need to keep this account active for you to readily access the information within it.

 

Thanks,

 

Talia

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