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December 21, 2021
Question

I changed banks and when i updated this in QuickBooks it deleted every transaction from the old account!! Right before the end of the year… is there anyway to retrieve this information?! I’m sick to my stomach

  • December 21, 2021
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1 reply

December 21, 2021

Sending good vibes to you, @hairbysydnifox. I understand how important it is to you to get your bank transactions recovered. I'm here to share some details and help you resolve your concern.
 

In QuickBooks Self-Employed, once you delete your bank, it will also automatically delete all transactions. But we can manually import bank transactions through a CSV file or manually add transactions.
 

Here's how to manually import bank transactions:
 

  1. Go to the Gear icon.
  2. Select Imports under Transactions.
  3. Click Import transactions.
  4. Select Browse and look for the file you downloaded from your bank.
     

To manually add transactions: 
 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. Select the Select a category menu. 
  4. If you have a receipt, you can drag and drop it onto the form.
  5. Once done, select Save.
     

You may want to check this article to learn how to categorize transactions in QuickBooks Self-Employed. 
 

I'll be around if you have any other clarifications in managing your bank transactions. Stay safe!