How can I add closed bank accounts for transactions?

Hello there, Sandy. We're glad you are reaching out to us here in the Community space. I've got the steps you need to do to get your back transaction from a closed bank account and ensure you can manage your bank account and transactions on the program.

Hi there, Sandy. We are happy that you have reached out to us in this area of the Community. I have the steps you must take to get your back transaction from a closed bank account and make sure that you're able to manage all of your accounts and transactions on this program.

To clarify, was your closed bank account connected to your QuickBooks Self-Employed (QBSE) account before? If not, some of the transactions from this account don't appear. Only previous transactions will be displayed on the connection bank accounts by QuickBooks. Importing previous transactions to your QBSE account will be required to recover them.

To get your transaction back into the system, I suggest contacting your financial institution and asking for a copy of your bank transactions. This way, you'll be able to upload these entries manually in QBSE.

Once you have the copy already, you can download your bank transactions and import them into QuickBooks Self-Employed by following these steps:

1. Click the Gear icon, then select Imports.
2. Select Import older transactions for the account you want to add transactions to.
3. Choose Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
4. Select the file and select Open to start the import. Review the column headers and data. 
5. Click Continue to complete the import.

See this article for more insights into uploading your bank transactions: Add older transactions to QuickBooks Self-Employed.

In addition, when connecting your bank account with QuickBooks, you'd want to ensure your account is active and the file format is correct when importing transactions. QuickBooks Self-Employed needs three or four columns per transaction.

Also, to avoid errors when importing transactions, consider the following reasons: 

• The CSV file format is correct.
• You followed your bank's steps in downloading the transaction into a CSV file.  
• The transactions are as far back as January 1, 2014.
• There's no zero from the file. If there are, leave those cells blank.
• The date format should be dd/mm/yr.

To review your CSV file format, you can visit this article for the steps on how to do so: Format CSV files in Excel to get transactions into QuickBooks.

You may also be interested in adding your transactions manually in QBSE. You can check out this article for the detailed steps and information: Manually add transactions in QuickBooks Self-Employed.

Please don't hesitate to click the Reply button below if there's anything else we can do to help you regarding bank transactions. We're always here to assist you and ensure your business runs smoothly. Have a great day, Sandy!