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Everything you need to know about banking in QuickBooks Online - Discover more
ChristineJoieR
QuickBooks Team

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

I know the importance of retrieving cleared transactions, Rob1973. Let me help you recover lost transactions in QuickBooks Self-Employed (QBSE).

 

If the bank is removed from the Banking section, it clears the downloaded transactions from your financial institution.

 

We can manually import the bank statements into your QuickBooks Self-Employed account to recover lost entries.

 

  1. Go to Settings and select Imports.
  2. Choose Import older transactions for the account you want to add transactions to.
  3. Follow the onscreen steps to upload the CSV file.
  4. Review the column headers and data. Map the Date, Description, and Amount columns on the CSV file.
  5. Then, tap Continue to complete the import.

 

Visit this page if you need to reconnect your bank account in QBSE to download the last 90 days' worth of transactions and import the older ones.

 

Moreover, categorizing transactions manually from your online bank in QBSE is essential. It ensures that the system accurately places them on the relevant line of your Schedule C form. Refer to this article: Categorise transactions in QuickBooks Self-Employed.

 

I'm available in this thread to assist you with any further inquiries regarding recovering online bank transactions. Please don't hesitate to comment below if you have any questions. Stay safe!

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