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May 9, 2021
Question

I had to delete a bank account to reconnect it but it has deleted all the transactions how do I get them back please?

  • May 9, 2021
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1 reply

May 9, 2021

I'm here to ensure you're able to get back all your transactions in QuickBooks Self-Employed (QBSE), @mbarrett1974. This way, you can keep your account updated and manage them accordingly.

 

When an account is deleted, all transaction history will be removed permanently. You'll have to reconnect your bank account to automatically downloads your recent transactions. Then, you can either manually add or import with a CSV file to get the older ones.

 

Once transactions are downloaded, you'll have to categorise them accordingly. This way, QuickBooks calculates the appropriate tax amount and keeps your financial data accurate. You can refer to this article for the detailed steps: Categorise transactions in QuickBooks Self-Employed.

 

Let me know if you have other concerns in reconnecting your account and managing your transactions in QBSE. I'm just around to help. Take care always.