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copemanm
Level 1

How do you undo a deleted bank account?

 
1 REPLY 1
Rose-A
Moderator

How do you undo a deleted bank account?

Welcome to the Community, copemanm.

 

Undoing a deleted a bank account in QuickBooks Self-Employed is currently unavailable and all related transactions prior to the deletion will be eliminated permanently.

 

You'll need to connect the account by adding a new one. Here's how:

 

  1. Go to the Settings ⚙ icon and select Bank accounts.
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  2. Click + Connect another account.
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  3. In the search box, enter the name of the bank and account type, i.e Lloyds Bank Business, Lloyds Bank Personal, or Lloyds Bank Commercial.
  4. Follow the on-screen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

You can refer to this write-up to help guide you in connecting a bank account: Connect bank and credit card accounts to QuickBooks Self-Employed. On the same link, you'll find an article that provides steps on how to categorise your transactions.

 

If you need to recover the deleted transactions, I'd suggest getting in touch with our QuickBooks Self-Employed Support. They have the tools required to get the data you need. Here's how to contact us:

 

  1. Click Assistant at the upper right corner.
  2. Type in "Talk to a human."
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  3. Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback. Keep in mind, some options are only available at certain times.
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Feel free to drop me a reply below if you have any other banking concerns. I'll be standing by to answer them for you. Have a good one.

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