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October 25, 2024
Question

My citizens bank account got deleted when i tried to change settings and all my matched transactions got erased from "Review" tab.

  • October 25, 2024
  • 1 reply
  • 0 views
can i undo the changes?

1 reply

October 25, 2024

Hi divvelasravani,

 

If your bank account is disconnected, you will no longer have access to the transactions that need categorization in the For Review tab. Additionally, if the transactions are over 90 days old, you won't be able to download them from the bank once you reconnect. To bring back the old transactions, you can manually upload them into your QuickBooks Online account.

 

To do this you'll have to download your transactions directly from your bank's website and ensure it's in the correct format before you upload it. Once the file is ready, here's how you can upload your transactions:

 

  1. In the left menu, click Transactions and go to the Bank transactions tab.
  2. Choose the blue tile for the account you want to upload the transactions into.
  3. Select the Link account▼ dropdown, then select Upload from file.
  4. Select Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
  5. Follow the onscreen steps.

 

For more details in uploading your bank transactions, check out this article: Manually upload transactions into QuickBooks Online. It also includes information on how to fix errors when uploading transactions.

 

Please know that I'm only a few clicks away if you need anything else, divvelasravani.