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April 20, 2021
Question

"I have disconnected my bank account and now all my previous estimates, expenses and transactions from my last tax year have vanished. I have no reconnected but still nothing?! Help please?!"

  • April 20, 2021
  • 1 reply
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1 reply

April 21, 2021

Hello @elladunsby-outlo,

 

In QuickBooks Self-Employed, transactions you've already reviewed will also be removed once you've disconnected and deleted the bank account.

 

Normally, your transactions will be treated as new after reconnecting the bank and you'll be asked to review them again. If your transactions didn't show up, we can establish a new connection by following the steps below:

 

  1. Go to the Gear icon.
  2. Under Transactions, select Bank accounts.
  3. Toggle to turn off the bank account you do not wish to be updated.
  4. Click Refresh all.

 

To give you a head start in case you'll see some duplicate transactions, this article will help you handle them: Handle duplicate transactions in QuickBooks Self-Employed.

 

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Banking for QuickBooks Self-Employed.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.