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jgrady1
Level 1

Bank feed data disappeared from clients QuickBooks Self-Employed account that we access using our Online Accountant Edition. How do I retrieve the missing data?

We prepared her 2018 taxes with the data from her account. That is now gone and there are only 3 bank feed transactions for 2019. Why would the 2018 data that was previously there be gone now? Is it going to be possible to retrieve this data?
3 Comments
Rasa-LilaM
QuickBooks Team

Bank feed data disappeared from clients QuickBooks Self-Employed account that we access using our Online Accountant Edition. How do I retrieve the missing data?

Hello there, jgrady1.

 

Welcome to the Community. I’m here to ensure you can retrieve the missing data.

 

This issue can happen when the online banking connection is disconnected. Aside from that, the period selected in the Date drop-down is incorrect.

 

Let’s go to the Transactions page and filter the data. This way, we’ll be able to see the previous year’s entries.

 

  1. Click the Transactions tab on the left panel to open the list of entries added into the account.
  2. From the Date drop-down, select the Custom date to enter the Start date and End date for 2018.
  3. Hit Apply to view the changes.
    qbse.png

If the account is disconnected, we'll have to reconnect it and import your 2018 data into QBSE. Check out these links for detailed instructions.

 

If you continue to get the same result, I recommend you get in touch with our QBSE Support Team. They have tools to help add the missing transactions for 2018 into the client’s account.

 

You can reach them by following these steps.

 

  1. Tap the Assistant icon in the upper right hand to open the QB Assistant window.
  2. Scroll down to the bottom of the page to enter the issue or type Talk to a human to directly connect with our specialists.
    qbse1.png

You can also bookmark the Add older transactions to QuickBooks Self-Employed article for future reference. It outlines the instructions on how to export older entries and then import them into QBSE.


If there’s anything else I can help you with, post a comment below. I’ll get back to assist further. Have a good one. 

jgrady1
Level 1

Bank feed data disappeared from clients QuickBooks Self-Employed account that we access using our Online Accountant Edition. How do I retrieve the missing data?

Hello. Thank you for your reply. I attempted that. It wasn't just that the current view was set to only show the last 12 months of transactions. The transactions seem to have been removed from the account.

 

I have a saved copy of the P&L that was run last year to prepare 2018 taxes and it has the full year's worth of transactions. When I run a 2018 P&L now, all balances are $0. 

 

The reason that I was looking at 2018 is that I knew for sure that there were 2018 transactions present when we prepared taxes in 2019. All activity prior to 2020 seems to have disappeared except for the 3 transactions from 2019.

 

Any suggestions? 

 

On a related note, if I were a new Intuit customer that subscribed to QB Self Employed today, would I be able to pull in my 2019 bank activity?

 

Thanks!

 

 

jceckberg
Level 1

Bank feed data disappeared from clients QuickBooks Self-Employed account that we access using our Online Accountant Edition. How do I retrieve the missing data?

Hi Jgrady!  I'm in the same boat!  Only a handful of transactions left from the beginning of 2019 and all else is gone, to include 9mos of 2020.  All of which occurred when I converted from 2018 to the 2021 Desktop version.  Just disappeared.

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