How do I recover information from a bank account I can no longer log into?

mje7 · ‎November 14, 2020

MJoy_D · ‎November 14, 2020

I can provide some information on how to get a copy of those transactions from your QuickBooks Self-Employed account, @mje7.

If you still have the transactions in your QuickBooks Self-Employed (QBSE) you can go to the Transactions tab to download/export the transactions into a CSV file. But not, then I suggest reaching out to your bank's customer support to ask for a copy.

Here's how to export the bank transactions from your QBSE account:

Go to the Transactions tab.
Set the Type, Account to that specific bank, and the Date.
Click the Download icon once you're done.

You can check this article for more information: QuickBooks Self-Employed Banking.

Let me know if there's anything that I can help in getting a copy of your transactions. I'm always here to assist. Have a great rest of the day!

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How do I recover information from a bank account I can no longer log into?

How do I recover information from a bank account I can no longer log into?

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