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Connect with and learn from others in the QuickBooks Community.
Join nowWhen 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:
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.
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.
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?
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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