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October 24, 2024
Question

One of my primary bank accounts was deleted and I lost all tracking for my business. How can I retrieve that information to print off for tax season? Thanks

  • October 24, 2024
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1 reply

October 24, 2024

Hi there, renewed2 . I understand how stressful it must be to have lost access to such important information for your business, especially as tax season approaches. I can share some insights on retrieving bank information from a deleted bank account in QuickBooks Self-Employed.

 

When you mentioned deleting your bank account, did you also mean that you deleted all the associated transactions? If you delete a bank or credit card account, its possible that all related transactions are also removed. Keep in mind that this process is irreversible.

 

If that's the case, the only way to retrieve the data is to reconnect your bank account and import a CSV file of your bank transactions into QuickBooks Self-Employed.

 

However, if you simply hid or made your bank account inactive in QuickBooks Self-Employed, you can reactivate it with these steps:

 

  1. Open QuickBooks Self-Employed in a web browser.
  2. Select the profile ⚙ icon and then go to Bank Accounts.
  3. Locate the account you set as inactive.
  4. In the 'Show Account' section, toggle the radio button to ON.

 

Once you retrieve your bank information, you can also check out this article as a future reference for annual tax guide: QuickBooks Self-Employed annual tax guide.

 

If you still need help or have follow-up questions about banking in QuickBooks Self-Employed, please let me know in the comments. We're always here to lend you a hand through your entire business process, renewed2. Have a great day!