Hi there, I have managed to reconnect my bank account and all past transaction have appeared however, they were previously categorised, with receipts attached, but now they are all listed as unreviewed. Is there any way for the quickbooks team to recover this information?  I no longer have a lot of these old receipts. 

Welcome back to the Community thread, GKHR. We are pleased that you have given us updates with regard to handling your bank transactions in your QuickBooks Self-Employed. Allow me to provide you with further information regarding this matter.

We appreciate your troubleshooting efforts in resolving your concern, GKHR. Since you've lost some transactions that have attachments, like receipts that you have previously categorised, it would be best to contact our Support Team. They are equipped with the necessary tools to recover your lost information or 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. 

Moreover, check out these articles for your reference in managing bank transactions moving forward:

• Categorise transactions in QuickBooks Self-Employed
• Delete bank and transaction data in QuickBooks Self-Employed
• Manually import transactions into QuickBooks Self-Employed
• Exclude or delete transactions in QuickBooks Self-Employed

If you have any inquiries regarding QuickBooks, the Community is always at your disposal. We are rooting for your successful year as you navigate the business venture, GKHR!

I have major issues with adding my accounts, have had them attached for a few years and a lot of my transactions are missing

Hello Tazz4572, thanks for posting on this thread, could you send us either a  PM on Facebook or a DM on twitter with the issue and the email address linked to your account, so we can look into this more for thanks. 

Facebook - https://www.facebook.com/QuickBooksUK

 Twitter - https://twitter.com/QuickBooksUK

Hi There,

I have a major issue that requires urgent attention with similar regards to this thread. After unlinking my bank account from my "Quickbooks Self Employed" account I discovered that the folder of receipts that I had downloaded only consisted of 40 receipts, which is nowhere near the amount that I actually had saved - despite supposedly downloading "all" receipts.

Now I have lost a huge amount of receipts; anything prior to April 2023 I do not have a copy of since I used Quickbooks Self Employed to store them.

Please let me know how I can have these receipts restored since I currently have a gaping hole in my records which I am extremely concerned about.

For some further context - I have been migrating to Quickbooks Online, following the steps on an official QuickBooksHelp page: https://quickbooks.intuit.com/learn-support/en-uk/help-article/cancel-products-services/switch-quick... 

I was at the stage where it suggested that you unlink your bank account when this happened.

Thanks,

Dan

Thank you for sharing your experience in this thread, Dan. Congratulations on successfully migrating your data from QuickBooks Self-Employed (QBSE) to QuickBooks Online (QBO). Let me help you recover your receipts to keep track of your records accordingly.

When you delete or unlink a connected bank account in QBSE, it also deletes the bank transactions. You can contact support to recover the information.

Once you have the data ready and need to add them to QBO, you can upload or email them directly. Alternatively, you can use the QBO mobile app to snap and upload receipts and bills from your mobile device. If you haven't already, install the QuickBooks Online app for iOS or Android.

1. Open your QuickBooks Online mobile app.
2. Select the Menu ≡ icon.
3. Tap on Receipt snap.
4. Click on the Receipt camera and snap a photo of your receipt or bill.
5. Hit Use this photo, then Done.

Aside from your receipts, you can also prepare an Excel CSV file of your income and expenses for manual import. Or else, you may connect your bank account for automatic download.

Let me know if you have follow-up questions while trying to recover your receipts. I'm just a few clicks away to help you again. Have a good one!

Hi Dan, I contacted quickbooks support team but their online chat function and they managed to restore all my receipts and the reviewed transactions info. Took about 30 min. The key is to relink the bank account your removed before you contact them. The only thing that differs with my situation is that mine were recent transactions from May 23 onwards. I’m not sure how it works if there are older. Good luck and hope they’re able to resolve it for you. 

Please can someone help me recover all my receipts and transactions. They’ve all been lost thru app deleting my bank account and I have no paper copies for last year 

Hi Sarah, please begin a chat or send us a message on one of our social media channels linked below so that we can help with the recovery. :)

Facebook - https://www.facebook.com/QuickBooksUK

Twitter - https://twitter.com/QuickBooksUK

hello I have just deleted an old account and all my transactions have gone ? help 

Hello Adam Platt, thanks for posting on the community page, can you please reach out to us on either Twitter or Facebook and send us a DM/PM with the email address linked to your account and the issue so that we can then get this sorted for you, thanks.

Hello Can you help me please, I just removed a bank account only to find it has taken all my transactions for the past years :( How do I restore the information please...

Dm quick books on Facebook messenger 

Hi, 

I have the same problem as everyone else in this thread - I desperately need all my transactions and receipts restored. It's not good enough for me to import CSVs - I put hours into sorting and attaching receipts. Please can I get some help with this urgently. Went around in circles trying to get support via the website/app but no luck.

Thanks.

I completely understand the importance of restoring your transactions and receipts, peacefulboat, especially in keeping your record accurate.

Allow me to share what will happen when a bank account is disconnected in QuickBooks Self-Employed (QBSE).

If you accidentally delete a bank or credit card account in QBSE, all associated transactions, receipts, and specific calculations will be removed. It's also important to note that this action can't be reversed, and the change is permanent.

At this time, we can restore everything by manually importing the data via CSV file. You can also connect with our support team. They have tools to assist you in recovering all the data. They are available M-F, 8 AM to 8 PM, and Saturday/Sunday, 8 AM to 6 PM.

I appreciate your patience on this matter. Please know that our main goal is to ensure this gets resolved. 

Hi,

I can’t accept this at all I’m afraid. I have been paying for this for years to know that my data is secure and backed up incase of mishap. There must be a way for my data to be restored - please can you advise me how to go about this?

Can someone pick this up or let me know how I can escalate it please? I have tried using the support chat but the continue button is greyed out.

I understand that this is not an easy experience with the support chat not being responsive and the continue button being greyed out. I'm here to help you out. 

While chat support may currently be unavailable, there are other ways to contact our support team. You can reach out to our support team by phone. Our dedicated support representatives are available to assist you with any concerns.  

1. From the Help menu:
   1. Go to Help (?) and select Contact us.
2. Or from the Assistant menu:
   1. Select Assistant.
      Note: If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
   2. Enter "talk to a human", then select the enter icon.
   3. Select the options till you are prompted to choose a way to connect.
   4. Select the way you want to connect with us:
      • Ask the community: Post your question to the QuickBooks Community or browse responses from experts and other customers.
      • Message an agent: Start a conversation with a support expert.

See this article for more details: Contact QuickBooks Self-Employed Support

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.

I accidentally added a wrong account, and when deleting lost all accounts and history together with receipts....I need to pullback or reverse this.  Do you have a way to assist me ?   

Yes, we have a way for you to recover your banking data in QuickBooks Self-Employed (QBSE), Jason. We'll guide you through the process below.

In QBSE, deleting a bank account will also remove all its related transactions. We need to reconnect your accounts and import your transactions to pull back all your banking details.

To reconnect your bank account on an internet browser, here's 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. 
4. Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

Afterward, manually import your older transactions. Follow these steps to complete the procedure:

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

Once your transactions are downloaded, categorize them to ensure your financial records are correct.

Should you need further assistance managing your bank transactions, click the Reply button and leave your comments in the field box. We'll get back to help you the best that we can. 

Help.  I’ve changed banks and all my transactions are lost! 

 Contact support, you have to be quite insistent, but they can recover everything for you :)

Thanks for letting us know, hallix. I can help provide detailed information to recover all lost transactions from your online banking account in QuickBooks Self-Employed (QBSE).

If you've deleted the connected bank in QBSE, this will also remove the transactions downloaded from your financial institution. With that, we can manually import the statements into QuickBooks to recover your lost entries.

To do this, let's secure a CSV file of your bank transactions and upload them to your account:

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. 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.
5. Then, tap Continue to complete the import.

On another note, you can reconnect your bank account in QBSE to download the last 90 days' worth of transactions and import the older ones.

However, if you've categorized the lost transactions and no longer have access to your banking information, I suggest contacting our QBSE Support Team to further investigate your data and provide guidance on how to recover your financial entries.

Once transactions are in, you can refer to these resources to help you in managing bank entries:

• Categorise transactions in QuickBooks Self-Employed
• Handle duplicate transactions in QuickBooks Self-Employed

I'll be on this thread if there's anything else you require additional assistance with when recovering online bank transactions. Feel free to let me know in the comments below. Keep safe.

My bank made me change accounts for business closing my old account. and rather than keep getting an alert I pressed deny link to bank. That’s cleared years of transactions!! What the hell do I do???