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hello12
Level 2

Data loss after reconnecting my bank

My bank feed wasn't working. I reconnected my bank and its removed the majority of my past data. Thankfully I had just completed my self-assessment but I need it back! What can I do? 

1 REPLY 1
MelroseV
QuickBooks Team

Data loss after reconnecting my bank

Hello there, @hello12.

 

When you reconnect your bank in QuickBooks Self-Employed, you may notice that all your transactions have been removed. This happens because when a bank is disconnected, all transactions, including the categorized ones, are also removed.

 

However, you can reconnect those transactions that have been removed by manually uploading them. Take note that only transactions within the last 90 days can be downloaded and connected. Here's how:

 

  1. Go to the Gear icon, and then choose Imports.
  2. For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Click Continue then Done.

 

Additionally, if you need to review your bank transactions in QuickBooks Self-Employed, you can check this article if you need help: Categorise and match bank transactions in QuickBooks Online.

 

Should you need additional assistance in managing your bank transactions, feel free to include them in the comments below. Keep safe!

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