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October 4, 2020
Question

How can I see saved transactions from a closed bank account?

  • October 4, 2020
  • 1 reply
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1 reply

October 5, 2020

Hello catscurbsidecanteen,

 

QuickBooks Self-Employed's banking feeds are a fantastic option for easily sorting through and adding transactions from your bank account to your business books. Making sure you have access to those transactions is important and I'm happy to go over this with you.

 

So long as a bank is connected to a feed in QuickBooks Self-Employed, the data should be in your account. If you go to disconnect the account through the Gear and Bank Accounts page, you'll see the following message.

 

 

The reason this happens is because QuickBooks Self-Employed stores the transactions based on the account they're attributed to. Removing the bank account entirely removes that storage point for those transactions. Even though your account is closed outside of QuickBooks, as long as the feed is connected in the program, those transactions should still be there.

 

To discuss this further, I encourage you to contact the QuickBooks Self-Employed team. You can do so by following these steps.

  1. Select the Assistant feature.
  2. Type and enter "talk to human."
  3. Follow the prompts to reach a live agent.

Wishing you the best with this!