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A
AliShrubs
November 12, 2023
Question

Reviewed Transactions Disappeared

  • November 12, 2023
  • 1 reply
  • 0 views

Hello

 

I recently opened a new business bank account and closed my old one, today I deleted that bank account from Quickbooks Self-Employed as the account is closed and cannot be updated and quickbooks was constantly reminding me to renew connection. Before deleting I checked and it stated that all Unreviewed transactions would be deleted which was fine as there weren't any, they had all been reviewed and categorised.

 

However after doing this it has deleted ALL transactions from that account effectively making my quickbooks useless. I cannot log back into this bank account as it is closed. Is there anyway to restore those transactions?????

 

Why has it removed reviewed transactions when it stated only unreviewed would be removed??

 

Many Thanks 

1 reply

A
AileneA
November 12, 2023

Hello, AliShrubs. 

 

Thank you for reaching out to the Community regarding your concern about the deleted transactions from your QuickBooks Self-Employed bank account. I am here to help you. 

 

To explain in detail, when you delete a bank account in QuickBooks Self-Employed, all the transactions associated with that bank account are deleted permanently, and there is no way to retrieve them. This is because the bank transactions are stored in the deleted bank account, and deleting it removes all the data associated with it. Therefore, keeping a backup of your transactions before deleting the bank account in QuickBooks Self-Employed is highly recommended. That's why deleting the bank account or credit card is not advisable. You can disconnect your accounts and delete all related transactions in QuickBooks Self-Employed at any time or hide them to clean up your books. 

  

In the future, to hide an account instead of deleting it, you can follow these steps: 
 

  1. Open QuickBooks Self-Employed in a web browser.
  2. Tap the profile ⚙ icon and then Bank Accounts.
  3. Locate the account you want to hide.
  4. In the Show Account section, choose the toggle to OFF.

 

All of your data is still there, you just won't see the transactions anymore. Repeat the steps to make the account active again, and select the toggle to ON. This will make all of your data and transactions visible again. It's important to note that deactivating your account doesn't delete any data, so you don't need to worry about losing any information.
 

In case you need to access your deleted transactions, you may need to reach out to your bank and request a copy of your bank transactions. They can provide you with a statement or report that includes the deleted transactions. 

 

It is important to understand the potential consequences. To learn more about what will happen if you delete your bank account, I suggest checking out this article: Delete bank and transaction data in QuickBooks Self-Employed. Please note that this article is in the US region, but this also applies to other areas. 

 

I'm adding a few related articles below to guide you with the process of how to add and categorise transactions manually:

 

 

I hope this information helps you. If you have any further questions, please feel free to ask me here in the Community. I'm here willing to extend a helping hand to get this sorted out. Have a great day!

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