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Blake-Criswell
Level 1

Can I recover categories for credit card transactions that I deleted and re-added to fix the bank connection?

The transactions came back but I lost all the previous categories. Can QBSE recover my account to a certain point?

2 Comments 2
JanbonN
QuickBooks Team

Can I recover categories for credit card transactions that I deleted and re-added to fix the bank connection?

Hello there, Blake. It's important to note that reverting transactions back to a specific prior point is not possible. I'm here to provide further details below.

 

When you delete an account, please be aware that it permanently removes all transactions, any modifications, or unique calculations you've made. This operation is final, leading to the loss of all customizations, such as added categories. Should you reconnect the account, these customizations cannot be restored, and the transactions will revert to their original state.

 

Please refer to this article for more details: Delete bank and transaction data in QuickBooks Self-Employed.

 

That said, you can reach out to your bank to request the deleted transactions and manually import them back into the system, allowing you to reapply the categories as needed.

 

Additionally, you can refer to this article to choose the correct classification: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed.

 

We're always here to help you with your QuickBooks query, Blake. Have a great day ahead.

Blake-Criswell
Level 1

Can I recover categories for credit card transactions that I deleted and re-added to fix the bank connection?

Thanks for the reply. I was able to talk to someone at QBSE and they got my categories recovered to match my transactions that had been previously filed away and were missing. So I am all good now.

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