I have just noticed there are missing transactions for my QB Self Employed account between April and June 2019. Can someone please look into this for me. I am hoping that this information can be recovered as well as the receipts that I have uploaded.
If there are historic transaction missing you will either have to enter them manually or download an online statement, in an Excel/CSV format, delete any transactions from the spreadsheet that have already been added in to QuickBooks and then upload it to ht e banking section.
Hi - Thanks for your response, but these transactions were there and I had categorised them and added receipts. My concern now is that although I can upload them manually - why should they disappear in the beginning and what has happened to the receipts
Added transactions will be removed if you delete your bank account. However, this should also delete your entire 2019 transactions, not just those from April to June.
We will investigate to know why your transactions were missing. We'll need help from Support to do it. They can use a screen-sharing tool to see your setup.
If you have other questions, please don't hesitate to go back to this thread.
The Assistant menu is located beside the Help menu. You can take a look at the screen below.
But if you need some ideas about contacting our support, here's an article you can read for reference: Contact QuickBooks Self-Employed Support.
I've also included Help Articles hub in case you need some reference, especially with QuickBooks navigation.
Please let me know how things go. I'll be around to provide further assistance. Have a good one.