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Nicole Scott
June 16, 2021
Solved

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

  • June 16, 2021
  • 5 replies
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Original commenter did not share additional details
Best answer by emmam6

Hello Community Users! Just wanted to add to this thread regarding recovering deleted transactions in Quickbooks Self Employed when the bank account is deleted. This is something our senior banking team can look into doing so just reply here on this thread if you need us to pull back through those transactions and we'll start the process of recovery.

5 replies

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JonpriL
June 16, 2021

Hello @Nicole Scott,

 

As of the moment, there isn't an integrated way to recover transactions that have been deleted along with removing your bank account. Please know that we do not wish to mess up your transaction information since it is not recommended to delete an account as discussed in the IMPORTANT box in this link: Delete bank and transaction data in QuickBooks Self-Employed.

 

That said, let's consider manually creating a CSV file of your bank transactions and upload them by following the steps outlined in the article: Manually import transactions into QuickBooks Self-Employed.

 

On top of that, I've also included this reference helpful with the steps in transactions from your receipts: Record or attach expense receipts in QuickBooks Self-Employed.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

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Nicole ScottAuthor
June 17, 2021

Thank you for your reply.

 

Where is there information about what to do when another account is linked in error? In other words the bank account link is duplicated? By removing one of the accounts this has wiped out all my data including receipts! Surely a human being at Quickbooks is able to take the account back using back up? I am aware how to use a CSV file to import the transactions again but where are my receipts that I now don't have paper copies of as I assumed they were safely stored in my Quickbooks account??!

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emmam6Answer
August 18, 2022

Hello Community Users! Just wanted to add to this thread regarding recovering deleted transactions in Quickbooks Self Employed when the bank account is deleted. This is something our senior banking team can look into doing so just reply here on this thread if you need us to pull back through those transactions and we'll start the process of recovery.

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squinnracing
December 12, 2022

I have been having problems with duplicate bank transactions appearing over the past 18 months on my Quickbooks self employed account. In an attempt to rectify this I deleted a bank account from Quickbooks account. However, I have now lost all of my banking information from the past four years. Please can your banking team help me to recover the lost transactions?

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    EddieMo71
    February 4, 2023

    I just deleted an old set of bank accounts and all the transactions disappeared! I'm freaking out seeing as I just closed the accounts with the bank and I'm not sure if I can reconnect there accounts. Please help!

    Rose-A
    Rose-A
    February 4, 2023

    Hi, EddieMo71.

     

    We can no longer connect the bank account to QuickBooks once it has been closed. We can manually import the statements into QuickBooks to recover the transactions. Here's how it's done:

     

    1. Click the Gear icon ⚙ icon and choose Imports.
    2. Select Import older transactions on the right for the account you want the transactions to belong to.
    3. Follow the instructions onscreen to finish importing your data.
    4. Select Import.

     

    I've also included these helpful articles for ideas on how to categorise your transactions once you've managed your bank accounts:
     

    Categorise transactions in QuickBooks Self-Employed.

    Handle duplicate transactions in QuickBooks Self-Employed.


    If you have any additional QuickBooks or transaction-related questions, please let me know. Simply leave my name in the comments section and I will get back to you. Take care and have a fantastic day.

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    peacefulboat
    January 23, 2024

    Hi, 

     

    I have the same problem as everyone else in this thread - I desperately need all my transactions and receipts restored. It's not good enough for me to import CSVs - I put hours into sorting and attaching receipts. Please can I get some help with this urgently. Went around in circles trying to get support via the website/app but no luck.


    Thanks.

    C
    CharleneMaeF
    January 24, 2024

    I completely understand the importance of restoring your transactions and receipts, peacefulboat, especially in keeping your record accurate.

     

    Allow me to share what will happen when a bank account is disconnected in QuickBooks Self-Employed (QBSE).

     

    If you accidentally delete a bank or credit card account in QBSE, all associated transactions, receipts, and specific calculations will be removed. It's also important to note that this action can't be reversed, and the change is permanent.

     

    At this time, we can restore everything by manually importing the data via CSV file. You can also connect with our support team. They have tools to assist you in recovering all the data. They are available M-F, 8 AM to 8 PM, and Saturday/Sunday, 8 AM to 6 PM.

     

    I appreciate your patience on this matter. Please know that our main goal is to ensure this gets resolved. 

    P
    peacefulboat
    January 24, 2024

    Hi,

     

    I can’t accept this at all I’m afraid. I have been paying for this for years to know that my data is secure and backed up incase of mishap. There must be a way for my data to be restored - please can you advise me how to go about this?

     

    R
    Rob1973
    June 15, 2024

    My bank made me change accounts for business closing my old account. and rather than keep getting an alert I pressed deny link to bank. That’s cleared years of transactions!! What the hell do I do???

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    ChristineJoieR
    June 15, 2024

    I know the importance of retrieving cleared transactions, Rob1973. Let me help you recover lost transactions in QuickBooks Self-Employed (QBSE).

     

    If the bank is removed from the Banking section, it clears the downloaded transactions from your financial institution.

     

    We can manually import the bank statements into your QuickBooks Self-Employed account to recover lost entries.

     

    1. Go to Settings and select Imports.
    2. Choose Import older transactions for the account you want to add transactions to.
    3. Follow the onscreen steps to upload the CSV file.
    4. Review the column headers and data. Map the Date, Description, and Amount columns on the CSV file.
    5. Then, tap Continue to complete the import.

     

    Visit this page if you need to reconnect your bank account in QBSE to download the last 90 days' worth of transactions and import the older ones.

     

    Moreover, categorizing transactions manually from your online bank in QBSE is essential. It ensures that the system accurately places them on the relevant line of your Schedule C form. Refer to this article: Categorise transactions in QuickBooks Self-Employed.

     

    I'm available in this thread to assist you with any further inquiries regarding recovering online bank transactions. Please don't hesitate to comment below if you have any questions. Stay safe!

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