cancel
Showing results for 
Search instead for 
Did you mean: 
tonylewisidaho
Level 1

I accidentally deleted an account from QBSE that I need to retrieve the transactions from. How can I recover it?

It is currently closed at my bank and wasn't syncing but I need to recover all of 2019 information.
1 Comment
RaymondJayO
Moderator

I accidentally deleted an account from QBSE that I need to retrieve the transactions from. How can I recover it?

I've got the two options to recover the transactions from a deleted bank account in QuickBooks Self-Employed (QBSE), @tonylewisidaho

 

First, you'll want to use the WebConnect process to retrieve all of your 2019 bank info. Before that, I'd suggest contacting your bank to confirm if you can use this method since the account is already closed. If yes, proceed with the steps below. 

 

To export the 2019 transactions from your bank: 

  1. Log in to your bank's website.
  2. Follow your bank’s instructions to download your transactions as a CSV file.
  3. Set the date range. 
  4. Follow any on-screen instructions to finish the download.

 

To import the transactions to the program: 

  1. Go to the Settings (Gear) icon at the upper right.
  2. Select Imports.
  3. Choose the account. 
  4. Click Browse and find the file you downloaded from your bank. 
  5. Select the file and click Open.
  6. Make sure the DateDescription, and Amount columns on the file match the columns and order in QuickBooks.
  7. Click Continue to complete the import process. 

 

Once done, go back to the Transactions tab and review the imported transactions. It helps you ensure there are no duplicates. For more information, see Step 4 through this article: Add Older Transactions to QBSE

 

After that, you can categorize and edit the transactions. This ensures your last year's financial records are accurate. For more details, check out this article: Categorizing Transactions

 

However, if your bank doesn't let you use the WebConnect process, I recommend contacting our Customer Care Team. They have the specialized tools to retrieve all the attached receipts and the rules associated with your 2019 transactions. Please take note that these will be assigned to the Cash account since your bank is already closed. 

 

I'll be right here to help if you need anything else. Have a great day, @tonylewisidaho

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us