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Wassy
Level 1

Quickbooks self employed... I've lost everthing

Hi all.  

I'm using quickbooks self employed here in the UK..

I was having issues with my Starling bank to showing transactions and having to manually refresh every few days and even when I did that there was transactions missing..

So today I hit this slider button on my app (beside it is says "checking".. As soon as I hit it my bank disconnected..

All my transactions from my bank along with any receipts I have attached all gone!.. Been using the app for 3 years and every has gone apart from anything I have manually added..

I can't find any way to restore this.. I've not hiden anything and filters are all set to the current tax year..

.. I have however reconnected my bank and the last 90 days transactions have appeared but none of the receipts are there..

Help 

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1 REPLY 1
Jelayca V
QuickBooks Team

Quickbooks self employed... I've lost everthing

Hi, Wassy. I understand how challenging it is to deal with the sudden loss of your transactions in QuickBooks Self-Employed (QBSE). When a bank account gets disconnected, the system often removes the associated transactions, which can also cause any attached receipts to disappear.

 

Now that you’ve reconnected your bank account and can see the most recent transactions, you can manually import the missing transactions and reattach the corresponding receipts. Here’s how to do it:

 

  1. Navigate to Settings, then Imports.
  2. Select Import older transactions for the account you want to add transactions to.
  3. Click Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  4. Choose the file and select Open to start the import.

 

On another note, you can contact our QBSE Live Support team directly. They can look at this behavior further and could provide a way of retrieving your missing transactions and receipts.

 

If you have further questions, please don't hesitate to reply below. I'm here to help.

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