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MaryEK
Level 1

Bank account was no longer connecting, so I reconnected it. Once I did that, I lost a LOT of transactions from the year that was already entered/brought in. Help?

 
3 Comments 3
Adrian_A
Moderator

Bank account was no longer connecting, so I reconnected it. Once I did that, I lost a LOT of transactions from the year that was already entered/brought in. Help?

When you reconnect, it refreshes the connection between QuickBooks Online and your bank, MaryEK.

 

Upon reconnecting, QuickBooks will download the last 90 days of transactions. If the lost data are beyond the given time frame, you'll have to export and then import them into your QuickBooks. Before doing so, let's review, which transactions are already downloaded so you don't add duplicates. Let me guide you with these steps:

 

  1. Go to the Transactions tab.
  2. From the Account: All drop-down menu, select the account you plan to upload transactions into.
  3. From the Date drop-down menu, select All.
  4. Select the Date column header to sort the list by date.
  5. Take note of the oldest transaction date in the account.

Next, export the transactions. You'll need to log in to your bank's website and then follow the on-screen instructions to download them as a CSV file. Then once exported, you're good to import them. 

 

  1. Click the Settings ⚙ icon.
  2. Select Imports.
  3. Select the account you want to add the transactions into.
  4. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  5. Select the file and select Open to start the import.
  6. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 
  7. Select Continue to complete the import.

Afterward, let's review what you've imported. When you're done, let's review and categorize the transactions to put them in your accounts.

 

There you have it. I'm just a post away if you still need my assistance in categorizing the transactions.

Meili17
Level 1

Bank account was no longer connecting, so I reconnected it. Once I did that, I lost a LOT of transactions from the year that was already entered/brought in. Help?

I have three years worth of transactions from three different bank accounts all from the same bank in Quickbooks Self Employed. One of the bank accounts stopped syncing, if I reconnect, what transactions will be affected? Will I have to recategorize all three accounts for the last three years? Or will it only remove and redownload the last 90 days as mentioned above?

TirzahC
QuickBooks Team

Bank account was no longer connecting, so I reconnected it. Once I did that, I lost a LOT of transactions from the year that was already entered/brought in. Help?

Hello, Meili.

 

I'm here to answer your inquiries about reconnecting our bank transactions last three years. 

 

When reconnecting, certain banks can only let you download transactions within the last 90 days. Others can go back as far as 24 months. Having said that, selecting how far back we want to download will only depend on your bank. All transactions under the bank will be affected. 

 

If we disconnect, all transactions will be lost.  We'll need to recategorize. This feature helps us save more time when making amendments to your transactions.

 

Refer to this article for more information about adding your bank and credit card accounts: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Here's a link that we can check about categorizing bank transactions in QBO: Categorize transactions in QuickBooks Self-Employed

 

Get back to us here if you have other questions about managing your banking transactions. I'm always here to help. Have a great day ahead. 

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