All records gone after adding new bank account. where did they go?

Thanks for asking about this, 

May I know the name of your financial institution? This information will help me verify if there is an ongoing investigation regarding the missing records after adding your new bank account.

In the meantime, let's refresh the connection between your bank and QuickBooks Self-Employed by clicking on the Refresh All button.

I'll show you how below:

1. Go to Home page.
2. From the Accounts section, click View.
   
3. Click Refresh all.
   

For your reference on how to connect bank account in QBSE, check out this article: Connect bank and credit card accounts to QuickBooks Self-Employed

Get back to me if there's anything I can help you with. I'd be happy to assist you further. Enjoy the rest of the day.

I cant refresh the old account because its closed so it can no longer connect. Still, I dont understand why all my transactions from the old bank would just disappear. Old account was usbank. New bank is wells fargo. I didnt even delete the usbank account from the self employed app. I had USbank and all my transaction still showing for a while after i closed the account. It was when i added the wells fargo account that everything from USbank disappeared. It doesnt make sense that everything would disappear just because i added another account to the app. I have nothing showing on my reports from the time period i had the usbank account open.

Let's check some filters on the Transactions page, @missy722.

This way, all the accounts will show in your QuickBooks Self-Employed (QBSE) app. I'll show you how:

1. Sign in to your QuickBooks Self-Employed account.
2. At the left panel, choose the Transactions menu.
3. In the Account drop-down menu, select All.

You may want to get transactions from before you connected your accounts. Feel free to check this article: Add older transactions to QuickBooks Self-Employed.

Don't hesitate to get back in here if you need clarifications. I'm more than happy to assist you. Have a pleasant day.

When i sect to show all transactions only 15 transaction from my old bank show up. everything else is gone.

Hi there, missy722. 

Thank you for stopping by the Community this afternoon. If you followed the steps provided above by my colleagues, I would recommend reaching out to our support team for help next. This is because they will be able to dive into your account with you in a 1-on-1 setting and tel you exactly where to click and when, that way they can help you find your missing transactions. To reach them, follow these steps:

Ask QB Assistant

QB Assistant is a virtual agent that gives you quick personalized answers. Ask general questions like "How much did I make this year?" or "How many business miles did I log?"

To open QB Assistant, follow the step for your device:

• Web browser: Select Assistant from the top menu.
• iPhone or iPad: Tap the + button on the dashboard, then select Ask QB Assistant.
• Android: Tap the chat bubble icon on any screen.

Once you're in, type a question or press and hold the mic icon to ask your question out loud.

Connect with us

1. Enter or say “Talk to a human.”
2. Choose a way to connect with us:
   • Post a question and get answers from tax specialists and other customers like you.
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

Keep in mind, some options are only available at certain times.

If we can help here in any other way, feel free to post anytime. Thank you and have a lovely afternoon.