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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
apgalvinservices
Level 1

I have deleted information which I expected to appear back in bank transactions. It did not and all trace has disappeared. Am I able to reset?

It was payroll?
1 REPLY 1
AnneMariee
QuickBooks Team

I have deleted information which I expected to appear back in bank transactions. It did not and all trace has disappeared. Am I able to reset?

Thanks for taking the time to share your concern here in the Community.

 

Let me provide information on how you can get your mistakenly deleted transaction back in QuickBooks Online.

 

In QuickBooks Online, there isn't a direct option to undo mistakenly deleted transactions. If you accidentally delete a transaction from your bank feeds, you can manually recover it by uploading a CSV file with the transaction details. This process allows you to restore the deleted transaction and maintain accurate financial records in your QuickBooks Online account.

 

Here's how:

 

  1. On the left navigation panel, go to Transactions.
  2. In the Bank transactions tab, click the Link account dropdown.
  3. Click Upload from file.
  4. Upload the file. Then, press Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, click Continue.
  6. Choose the transactions you'd like to import. Then select Continue.
  7. Click Yes, and then Done.

 

Moreover, you have the option to recreate the transaction within QuickBooks. For instance, if the mistakenly deleted transaction was a paycheck expense, you can manually input the details back into QuickBooks. It is crucial to maintain accurate records in QuickBooks to ensure all transactions are properly accounted for. By doing so, the system can effectively track essential transactions for tax purposes.

 

You can check out this article for more information on manually uploading transactions: Manually upload transactions into QuickBooks Online.

 

You can ensure all your transactions are properly recorded by running reports. Here's an article with detailed instructions: Run reports in QuickBooks Online.

 

If you have any other concerns regarding your transactions, let me know in the comments. I'll be happy to help.

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