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KarenG2
March 30, 2024
Question

I have changed my bank account and now I have lost all my information. Is my information saved anywhere?

  • March 30, 2024
  • 1 reply
  • 0 views

Can i retrieve all my transactions? I unlinked my bank account after I changed banks and now all my transactions have disappeared.

1 reply

R
RoseJillB
March 30, 2024

I’m here to shed some light on what will happen to your bank entries when disconnecting your online banking in QuickBooks Self-Employed (QBSE), @KarenG2. 

 

When connecting your online banking, transactions will automatically flow into your bank feeds. When disconnected, all transactions left uncategorised in the For Review tab will be deleted.

 

Additionally, transactions older than 90 days will not be downloaded to your bank feeds automatically. Thus, we can consider manually uploading them via CSV to fix this. Rest assured that I will provide you with guidance throughout the process. 

 

Let’s start by obtaining the file from your bank’s website. To do that, we can log in to your bank or credit card's website and follow their instructions to download it. After that, let's start working on these files to get them into your bank feeds. 

 

To begin, take note of the following format used in importing your entries. You can choose to have it in either a 3-column format or a 4-column format. Then, proceed with uploading them by following the steps below:

 

  1. Open QuickBooks Self-Employed in a web browser.
  2. In the Gear icon, select Imports.
  3. Tap the Import older transactions for the account you want to add transactions to.
  4. Then, Browse and find the file you downloaded from your bank.
  5. After that, select the file and click Open to start the import.
  6. Review the details, columns, and other area of the file, and select Continue to complete the import.

 

Furthermore, I encourage you to keep your transactions organized by categorizing them.

 

If you need help with any bank-related matters, you can post your queries in this forum anytime. The Community is available around the clock to help you. Stay safe, and take care!

K
KarenG2Author
March 31, 2024

Hi, my old bank account is now closed so all I can access are PDF statements online

R
RogelioL
March 31, 2024

Thank you for coming back into this thread, @KarenG2. Let me share additional information about uploading your PDF file to QuickBooks Self-Employed. 

 

When uploading bank transactions, let's ensure it's a CVS file instead of a PDF. With this, I suggest taking a quick search online for file converter tools, or you can go to the Apps menu in QuickBooks and search for other converters:

 

Here's how to go to the Apps menu: 

  1. In QuickBooks, go to Apps. 
  2. Select Find Apps. 
  3. In the search bar, enter a keyword related to PDF conversion.

 

Moreover, you can check out this article for further reference once you've found a converter tool: Convert PDF bank statements into CSV format for QuickBooks Online and QuickBooks Self-Employed. 

 

Additionally, this article can guide you to correctly format CSV files: Format CSV files in Excel to get bank transactions into QuickBooks Online.

 

Furthermore, you can manually upload your bank transactions after successfully converting your PDF file to a CVS file. 

 

Let me know if you need further assistance uploading your old transactions or have any QuickBooks-related concerns. Keep safe.

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