I changed bank accounts and closed my old bank account. Now all of my transaction history is gone. How do I get it back?

Let me shed some light on why the transaction history disappeared, Michelle. It’s important to understand the impact of changing and closing your old bank account to effectively recover lost data and ensure continuity in your financial management.

When you disconnect a bank account in QuickBooks Self-Employed(QBSE), all associated transactions will be removed permanently. To recover these records, you can download a CSV file from your bank's website if that is available. If not, I recommend contacting your financial institution to request one.

Once done, proceed by manually uploading them. Refer to the steps below:

1. Go to the Gear icon and select Import Transactions.
   
   
   
   
2. Click the import transactions link below.
   
   
   
   
3. Follow the onscreen steps to upload the CSV file.
   
   
   
   
4. Hit Import.

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

 
By recovering your transactions, you'll be able to seamlessly resume business activities and maintain accurate documentation. This will not only help you stay on top of accounting tasks but also ensure your financial data is up-to-date and reliable for future reporting or decision-making needs. Should you have additional questions about banking-related tasks in QBSE, tap the reply button.