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September 6, 2022
Question

lost banking data

  • September 6, 2022
  • 1 reply
  • 0 views

I went on quickbooks self-employed tonight and was seeing many duplicate transactions for both income and expenses. I tried to delete and then reconnect with my bank.  Now I am panicked because it appears I lost years worth of banking transactions and this years income and expense data is not even showing up. I need help.

1 reply

September 6, 2022

Good day to you @tonga94.

 

I want to direct you to the appropriate support so you can address the issue of your missing data in QuickBooks Self-Employed (QBSE).

 

Our QuickBooks Self-Employed Team is best suited to handle this. They can carry out a thorough investigation to determine what caused your data to disappear.

 

You can reach them by following the steps below:

 

  1. From the Assistant tab, type or say Talk to a human.
  2. If you want to connect with us directly, type or say Talk to a human.
  3. Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback.

 

Furthermore, you can manually add a single transaction. You have both options with QuickBooks Self-Employed. Learn how to add revenues and expenses manually from this article: Manually add transactions in QuickBooks Self-Employed.

 

If you're ready, feel free to visit this article when you need to categorize all the banking transactions: Categorize transactions in QuickBooks Self-Employed.

 

Additionally, do you frequently transact business with the same clients or suppliers? Do the transactions typically match? The best method for this is to use banking rules, which eliminates the need for manual categorization. Click this article to see full details: Create rules to speed up reviews in QuickBooks Self-Employed

 

Please let me know if you have any additional queries about your transactions or account by leaving a comment below. I would be delighted to assist. I hope you have a good one!