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adamkatzowitz
Level 1

All of the transactions that I had posted in QB disappeared when the account in question was closed. How can I get those transactions back?

I switched financial institutions and now all of the records from my previous closed account have disappeared. What should I do?
2 Comments 2
Kurt_M
QuickBooks Team

All of the transactions that I had posted in QB disappeared when the account in question was closed. How can I get those transactions back?

Hello there. I'll share insights to help you locate those previous transactions inside your QuickBooks Self-Employed (QBSE) account.

 

Before we dig deeper into this, know that you may have turned Off your account from your settings. When this happens, it hides all your existing transactions inside your bank account. To turn this On again, here's how:

 

  1. Access your QuickBooks Self-Employed company.
  2. Go to the Profile icon or Gear icon, and then choose Bank Accounts.
  3. Find the account you want to hide.
  4. In the Showing Account section, click the toggle to On.

 

If the issue persists, it could be that you've deleted the account. When this happens, it automatically removes all related transactions. For more information, please see this page: Delete bank and transaction data in QuickBooks Self-Employed.

 

Another way to get through this is to manually import your previous transactions. Feel free to check this helpful article for further guidelines about the process: Manually import transactions into QuickBooks Self-Employed.

 

Feel free to mention my name below if you need further assistance retrieving those old transactions that you need. I'll be more than happy to help you out again. Stay safe, and have a good one!

adamkatzowitz
Level 1

All of the transactions that I had posted in QB disappeared when the account in question was closed. How can I get those transactions back?

That doesn't really answer my question. I didn't delete the account in quickbooks, the account deleted itself from quickbooks when it was closed at the financial institution. When I go into the accounts setting in quickbooks, there is no account to turn back on. That's my question, how do I get the bank account, and transactions, back that no longer exists? I can't upload a CSV either because there's no bank to upload it to.  

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