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Nicole Scott
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

 
Solved
Best answer August 18, 2022

Accepted Solutions
emmam6
Moderator

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Hello Community Users! Just wanted to add to this thread regarding recovering deleted transactions in Quickbooks Self Employed when the bank account is deleted. This is something our senior banking team can look into doing so just reply here on this thread if you need us to pull back through those transactions and we'll start the process of recovery.

View solution in original post

43 REPLIES 43
JonpriL
Moderator

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Hello @Nicole Scott,

 

As of the moment, there isn't an integrated way to recover transactions that have been deleted along with removing your bank account. Please know that we do not wish to mess up your transaction information since it is not recommended to delete an account as discussed in the IMPORTANT box in this link: Delete bank and transaction data in QuickBooks Self-Employed.

 

That said, let's consider manually creating a CSV file of your bank transactions and upload them by following the steps outlined in the article: Manually import transactions into QuickBooks Self-Employed.

 

On top of that, I've also included this reference helpful with the steps in transactions from your receipts: Record or attach expense receipts in QuickBooks Self-Employed.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

Nicole Scott
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Thank you for your reply.

 

Where is there information about what to do when another account is linked in error? In other words the bank account link is duplicated? By removing one of the accounts this has wiped out all my data including receipts! Surely a human being at Quickbooks is able to take the account back using back up? I am aware how to use a CSV file to import the transactions again but where are my receipts that I now don't have paper copies of as I assumed they were safely stored in my Quickbooks account??!

emmam6
Moderator

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Hello Community Users! Just wanted to add to this thread regarding recovering deleted transactions in Quickbooks Self Employed when the bank account is deleted. This is something our senior banking team can look into doing so just reply here on this thread if you need us to pull back through those transactions and we'll start the process of recovery.

squinnracing
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

I have been having problems with duplicate bank transactions appearing over the past 18 months on my Quickbooks self employed account. In an attempt to rectify this I deleted a bank account from Quickbooks account. However, I have now lost all of my banking information from the past four years. Please can your banking team help me to recover the lost transactions?

Mark_R
QuickBooks Team

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Thank you for raising your issue here in the Community, @squinnracing.

 

I'm here to help recover all the lost transactions from your bank account in QuickBooks Self-Employed (QBSE).

 

Once you deleted a connected bank account in QBSE, all the bank transactions will also be deleted. 

 

Reconnecting your bank account and importing your bank transaction can help recover lost transactions. However, since you've lost all your banking information, I recommend contacting our QuickBooks Support Team. They may provide some guidance on how to recover your lost transactions in QBSE. To reach them, you can follow the steps below:

 

  1. Sign in to your QBSE account.
  2. Click the Assistant button at the top.
  3. Type Contact Support in the chat box
  4. You'll now be provided with support options that are available at that time. 

 

Come back to this post and let me know how the call goes, @squinnracing. I want to make sure you're taken care of.

 

You may still encounter duplicate transactions to your connected bank accounts in the future. This article will help you exclude or delete transactions from your bank account: Exclude or delete transactions in QuickBooks Self-Employed.

 

Wishing you all the best!

counter culture
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

I'm looking for help in recovering lost transactions data due to bank account being deleted. I'm currently dealing with this issue and hoping there is a way to retrieve this information. Please let me know if there is something that can be done by your team. Thank you

RoseJillB
QuickBooks Team

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Thank you for joining this thread, counter.

 

Let me help you recover your bank transactions from your chart of accounts in QuickBooks Self-Employed (QBSE).

 

If you have just disconnected your bank account, you won't see the transactions anymore, but all your data is still there. To retrieve this, we can reconnect your account to your company file. You'll have to repeat the process and turn the account back ON to make it active.

 

However, if you have permanently deleted the transactions, they'll be no option to retrieve them. That said, you'll need to upload them manually using a CSV file.

 

You can follow these steps to turn ON your bank account again:

 

  1. Open QuickBooks Self-Employed in a web browser.
  2. After selecting the profile icon, click Connect bank.
  3. Locate the account you wish to retrieve.
  4. Turn it ON under the Show Account section.

 

On the other hand, view this resource to learn how to import your CSV file containing your bank transactions into QuickBooks Self-Employed: Manually import transactions into QuickBooks Self-Employed.

 

To put your transactions on the correct line of your Schedule C, you can check out this article for more guidelines: Categorise transactions in QuickBooks Self-Employed.

 

Feel free to drop by and post your query you may have here to get assistance. I'm just a post away. Have a good one!

gracecasey
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Please help me I accidentally deleted my bank account and it removed all of my transactions and I’m freaking out 

Carneil_C
QuickBooks Team

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

I appreciate you for joining the thread, Grace.

 

I'll chime in and assist you with your query about recovering a deleted bank account and transactions in QuickBooks Self-Employed.

 

As provided by Mark_R above, we can still reconnect your bank account and manually import the transactions if you still have your bank information.

 

To reconnect, I'll show you how:

 

  1. Go to Settings and select Bank accounts.
  2. Click Connect another account.
  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 onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

 

Then, here's how to import your transactions:

 

  1. Go to Settings and select Imports.
  2. Choose 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. Select the file and select Open to start the import.
  5. 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.
  6. Hit Continue to complete the import.

 

If you've lost your banking information, I suggest contacting our QuickBooks Self-Employed Support Team. They can further guide you with this matter.

 

I'm always ready to assist you if you have questions or concerns about managing your bank accounts and transactions in QBSE. Tag me in your reply, and I'll sprint back into action. Keep safe always!

Chris White
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

I was trying to authorise and renew my bank connection today on Quickbooks Self Employed and managed somehow to delete the bank account.  With it went all my bank transactions for the tax year 2021-22. Many of these transactions had already been categorized with receipts attached. As such I am extremely distressed that I have lost a lot of work.  I see from the message below that this is something your senior banking team can look into and start a recovery process.  I would ideally like everything to be recovered as it was at close of play Friday 06th January 2022.  Please help.

MariaSoledadG
QuickBooks Team

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

We'll have to make sure you'll recover your bank transactions, Chris White.

 

For now, being able to recover deleted transactions due to deleted bank accounts is unavailable. Since this requires pulling up your account, and the Community is a public forum, you'll want to connect with us directly.

 

  1. Sign in to your QBSE account.
  2. Click the Assistant button at the top.
  3. Type Contact Support in the chat box
  4. You'll now be provided with support options that are available at that time. 

 

Moreover, you'll want to get transactions in QuickBooks Self-Employed so you'll have a copy of your transactions detailed list. Learn from this article how to export into a CSV file. Here's an article for more information: Export Transactions And Get Reports In QuickBooks Self-Employed.

 

Keep in touch if you need anything else about bank accounts. I'll be there to help.

SaraE1977
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

I have deleted an account in error tonight and lost lots of my transactions, please help!

Rose-A
Moderator

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Hello, SaraE1977. I'd be happy to assist you in recovering your lost transactions in QuickBooks Self-Employed.

 

Using a CSV file format, we can manually import the lost transactions into QuickBooks. To finish the process, follow the steps below.

 

  1. Click the Gear icon icon and choose Imports.
  2. Select Import older transactions on the right for the account you want the transactions to belong to.
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

 

I'm also including these useful articles for ideas on categorizing your transactions after you've managed your bank accounts:

Categorise transactions in QuickBooks Self-Employed.

Handle duplicate transactions in QuickBooks Self-Employed.


I'm always available to help if you have any additional QuickBooks or transaction-related questions. Simply leave my name in the comments section and I will assist you further. Take care and have a wonderful day.

RicardoA
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Hi What is the way to recover transactions, I removed the link to an old bank account and everything vanished. 

jenop2
QuickBooks Team

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Thanks for joining us here, RicardoA.

 

As you may have been informed, deleting a bank account will also remove the transactions in QuickBooks Self-Employed. 

 

Although, you can download the transactions from your bank as a CSV file. Then, import it in the program. Here's how: 

 

  1. Open QuickBooks Self-Employed in a web browser. Here's the link: https://uk.selfemployed.intuit.com/login.
  2. Go to the Gear or Settings ⚙ icon and select Imports.
  3. Click Import older transactions for the account you want to add transactions to.
  4. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  5. Look for the file and select Open to start the import.
  6. 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.
  7. Click Continue to complete the import.

 

Here's an article about this for more details: Manually Import Transactions into QuickBooks Self-Employed.

 

After importing them in, you can now assign categories. Please see these articles in case you need additional guidance and references: 

 

 

Feel free to reply to this thread again and let me know if you're able to record the lost transactions. The Community is always here if you need anything else. 

EddieMo71
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

I just deleted an old set of bank accounts and all the transactions disappeared! I'm freaking out seeing as I just closed the accounts with the bank and I'm not sure if I can reconnect there accounts. Please help!

Rose-A
Moderator

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Hi, EddieMo71.

 

We can no longer connect the bank account to QuickBooks once it has been closed. We can manually import the statements into QuickBooks to recover the transactions. Here's how it's done:

 

  1. Click the Gear icon icon and choose Imports.
  2. Select Import older transactions on the right for the account you want the transactions to belong to.
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

 

I've also included these helpful articles for ideas on how to categorise your transactions once you've managed your bank accounts:
 

Categorise transactions in QuickBooks Self-Employed.

Handle duplicate transactions in QuickBooks Self-Employed.


If you have any additional QuickBooks or transaction-related questions, please let me know. Simply leave my name in the comments section and I will get back to you. Take care and have a fantastic day.

Rebecca0696
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Deleted bank account as switched accounts but then all transactions have been deleted. How can these be recovered please? 

ChristineJoieR
QuickBooks Team

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Yes, @Rebecca0696. We can recover banking transactions in QuickBooks Self-Employed. We need to do it manually.

 

It takes a few steps to add back your deleted transactions. You can import them into QuickBooks again and sort the dates. 

 

Before you bring transactions from your bank, check which ones are already in QuickBooks to dodge duplicate copies.

 

  1. In QuickBooks Self-Employed, go to Transactions.
  2. From the Account: All drop-down menu, select the account you plan to upload transactions into.
  3. From the Date drop-down menu, select All.
  4. Select the Date column header to sort the list by date.
  5. Take note of the oldest transaction date in the account.

 

To avoid issues when importing bank entries, use a CSV file and map the transactions. The steps below will guide you through the process.

 

Once done, import bank transactions using a spreadsheet. The steps are simple and easy. Refer to them below:

 

  1. Click the Gear icon ⚙ icon and choose Imports.
  2. Select Import older transactions on the right for the account you want the transactions to belong to.
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

 

I'm adding these articles for ideas on categorizing your transactions after you've managed your bank accounts:

 

 

Please keep me informed of the outcome. I'll be waiting here if you need anything else, and I want to ensure the entries are transferred successfully. Enjoy the remainder of your day!

Sarzy95
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Hi,

 

I had to unlink my bank account after receiving a connection error for several days in a row. I have managed to recover transactions of the past 3 months only, and I need to recover them all as they are very important for tax purposes. Can you please help me to recover them?

Thank you.

MirriamM
Moderator

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

I can help you recover your transactions, @Sarzy95.

 

In QuickBooks Self-Employed (QBSE), you can manually import transactions. And I'll be happy to guide you on how.

 

  1. On your QBSE account, check the transactions that are missing.
  2. Sign in to your bank's website and export transactions.
  3. Once the file is ready, sign in to your QBSE account in a web browser.
  4. Go to the Gear icon and select Imports.
  5. Choose Import older transactions for the account you want to add transactions to.
  6. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  7. Select the file and select Open to start the import.
  8. 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.
  9. Select Continue to complete the import.

 

When done, your transactions will be in your QBSE account. You can now review and categorise your transactions to put them in your accounts.

 

In addition, you may consider creating and using rules to quickly categorise your transactions.

 

If there's anything else you need help with concerning QBSE, please let me know by commenting below. I'm always here to help. Have a great day!

Shelley Morotn
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

HI.  Need to recover old transactions.  I had an issue with my account and made the mistake of disconnecting my account rather than reconnecting.   

Jovychris_A
Moderator

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

I can share some details to recover all the lost transactions due to disconnecting your bank in QuickBooks Self-Employed (QBSE), Shelley.

 

Reconnecting your bank account and importing your bank transaction as CSV files can help recover deleted transactions, especially for old uncategorised transactions. Doing this can help you categorise them back in the system.

 

If you've lost them as categorised banking transactions, contacting our QuickBooks Support team can assist you. They have tools that can help retrieve your old transactions in QBSE. To reach them, you can follow the steps below:

 

  1. Sign in to your QBSE account.
  2. Click the Help button at the top.
  3. Hit Contact Us.
  4. Enter your concern about retrieving old bank account transactions, then click Continue.
  5. Support options like Chat or Callback are available at that time.

 

You may experience identical transactions to your connected bank accounts when you import old uncategorised banking transactions. This article will help you exclude or delete transactions from your bank account: Exclude or delete transactions in QuickBooks Self-Employed.

 

Please don't hesitate to reply if you need more assistance recovering deleted old bank transactions, Shelly. Anytime I will be here to help. Have a prosperous business year.

GKHR
Level 1

Does anyone know how to recover transactions that have been lost when a bank account has been deleted?

Hello, can someone in the team please help me with this urgently? 

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