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mpbullock2
December 10, 2018
Question

Recovering deleted transactions

  • December 10, 2018
  • 1 reply
  • 0 views

HELP - The credit card I was using to log all my transactions has recently been cancelled. When I removed the account link due to the account being inactive it deleted every single transaction I've ever logged with that credit card. Is there a way to restore or see a record of those transactions? People switch credit cards all the time so surely there should be a way to keep those logged transactions??

Using Quickbooks self-employed. 

1 reply

IamjuViel
IamjuViel
December 10, 2018

Thanks for alerting me about this, @mpbullock2.

 

My priority is to ensure that you have your account data on-hand when tax time rolls around. I’d be delighted to walk you through restoring your deleted transactions.

 

For starters, once a connected bank account or credit card is deleted, all transactions that were recorded on it will also be deleted. Before we can restore your transactions, you’ll need to reconnect it with your QuickBooks account first.

 

Here’s how:

  1. Go to the Gear icon.
  2. Choose Bank Accounts.
  3. Click on the Connect Another account link.
  4. Enter the name or the URL of your bank in the search box.
  5. Type in your sign-in info you use at your bank’s website and click Connect securely.

Once your credit card is reconnected with QuickBooks Self-Employed, 90 days’ worth of your old transactions will be downloaded automatically into your account. Often, all the deleted transactions are restored as if nothing happens with it.

 

You can also download a copy of your bank transactions and import it into your QuickBooks account.

 

To import your data, your file must be a CSV file (comma-separated values). Your CSV file should contain the following information: Date, Description and Amount. Kindly make sure to leave off leading zeros and format the date like this: M/D/YY, not like this: MM/DD/YY. For example, January 1, 2016 would be 1/1/16.

 

If you’re having difficulty reconnecting your bank account, I suggest reaching out to our Customer Care team. An agent will be able to check your account on a secured environment and verify your login credentials.

 

Here’s how to contact QuickBooks Self-Employed support:

  1. Login to QuickBooks Self-Employed account.
  2. Choose Help.
  3. Select Contact Us.
  4. Fill in Ask a question.
  5. Choose your preferred method to contact support (Chat or choosing Post a question, which will route you to our Community).
  6. Fill out the requested information and select Chat Now or Post your question.

Don’t hesitate to drop a comment below if you have follow-up questions about restoring your deleted transactions. I’m always here to help.

M
mpbullock2Author
December 12, 2018

I cannot reconnect a credit card that has been cancelled. 

And recovering the last 90 days would not help with the rest of 2018 that was deleted. What happens when people's credit cards are lost or stolen and need to be cancelled? All the transactions that were ever logged using that card get permanently deleted? 

V
VivienJ
December 12, 2018

Hi there, mpbullock2.

 

Thanks for getting back to us with more details. I'd be glad to help you further in restoring your transactions.

 

As what my colleague @IamjuViel mentioned above, deleting an account will remove all of the transactions associated with it. For cancelled credit card situations like yours, you can opt not to reconnect it. 

 

Instead, you'll want to bring in your data using a .CSV (comma-separated values) file. This allows you to import more than 90-days worth of transactions (or even the rest of 2018).

 

Then, attached them to your QuickBooks Self-Employed default Cash account. It will hold all transactions from banks that aren't connected to the program. Make sure to first export a copy of those entries from your bank's website, then export them to a CSV format.

 

To import your .CSV file:

  1. Go to the Gear icon at the top, then choose Imports.
  2. Select Import older transactions on the right far side of the Cash Account.
  3. Follow the instructions onscreen to finish importing your data.
  4. Click Import.

Check out this article for more details:

 

Hide or delete a bank account

 

These steps can restore all of the deleted transactions into QBSE.

 

Feel free to dive back in for any questions you have about the process. I'd be delighted to answer them for you.

 

Best regards and take care. 

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