Changed Business Bank Account and LOST all history.

Dannyle1 · ‎April 04, 2019

I recently moved from TSB to Barclays for business banking and all of my transaction history has been lost on Quickbooks - I can't reconnect to TSB as that account is now shut but I've lost my previous 6 years of accounts.
Is there any way I can get the history back?

GlinetteC · ‎June 24, 2021

We may be able to pull back through the history in Self Employed. Just reach out to our support team at QuickBooks UK under Twitter/Instagram or FaceBook or our chat team at this link . If you need them as an alternative, here are the steps you'll need on how to upload a CSV file in QuickBooks Self-Employed, whoknows1.

Here's how to import transactions with a CSV file:

Open QuickBooks Self-Employed in a web browser.
Go to Settings and select Imports.
Choose the account you want to add the transactions into.
Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
Select the file and select Open to start the import.
Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
Select Continue to complete the import.

For more information, visit this article: Manually import transactions into QuickBooks Self-Employed.

Once done, review what you've imported. Then, categorise your transactions before putting them in your accounts.

I'm always here to help if you have other questions about managing your bank transactions.

View solution in original post

TaliaI · ‎April 04, 2019

Hello Dannyle1,

Did you delete the bank account from your chart of accounts after disconnecting?

Thanks,

Talia

Dannyle1 · ‎April 04, 2019

Yes, but I assumed the history would still be available.

TaliaI · ‎April 04, 2019

Hello,

In that case, go to your chart of accounts and click on the small cog wheel at the top of the list, select include inactive within that menu. Find your TSB account and make it active. This should bring back your account history, you can then delete the balance adjust QuickBooks created when you deleted the account. You will need to keep this account active for you to readily access the information within it.

Thanks,

Talia

Dannyle1 · ‎April 04, 2019

Hi,

This is only giving me the option to add the account again - there's no option to include inactive accounts - which I can't do now.

Thanks

TaliaI · ‎April 04, 2019

Hello,

Could you please send a screenshot of your screen so I can point you in the right direction?

Thank you,

Talia

Dannyle1 · ‎April 08, 2019

Apologies for the delay

TaliaI · ‎April 08, 2019

Hello,

Ah, I can see you are using Self Employed. This product does not give you the option to bring the account back. Your only option to get this data back would be to upload a CSV file of those historic transactions.

Please let us know if you have any further questions.

Thanks,

Talia

whoknows1 · ‎June 24, 2021

how do you do that - upload a CSV file

My daughter has just lost all her accounts this way too - it should be very clear in QuickBooks because this is now a nightmare

GlinetteC · ‎June 24, 2021

We may be able to pull back through the history in Self Employed. Just reach out to our support team at QuickBooks UK under Twitter/Instagram or FaceBook or our chat team at this link . If you need them as an alternative, here are the steps you'll need on how to upload a CSV file in QuickBooks Self-Employed, whoknows1.

Here's how to import transactions with a CSV file:

Open QuickBooks Self-Employed in a web browser.
Go to Settings and select Imports.
Choose the account you want to add the transactions into.
Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
Select the file and select Open to start the import.
Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
Select Continue to complete the import.

For more information, visit this article: Manually import transactions into QuickBooks Self-Employed.

Once done, review what you've imported. Then, categorise your transactions before putting them in your accounts.

I'm always here to help if you have other questions about managing your bank transactions.

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Changed Business Bank Account and LOST all history.