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Jonathan48
Level 1

I closed my accounts at Capital One and deleted them from QB. Now no transactions prior to 11/29/24 are showing.

 
1 Comment 1
Jovychris_A
Moderator

I closed my accounts at Capital One and deleted them from QB. Now no transactions prior to 11/29/24 are showing.

Once the bank account connection is deleted in QuickBooks, the transactions will no longer show, @Jonathan48. Let me provide you with another solution to ponder.

 

Since the bank account was closed and the connection was deleted, I suggest downloading your prior transactions from Capital One as a CSV file. Then, re-import them manually into QuickBooks. If the file isn't already in CSV format, you can use an online file converter to change it to CSV. This way, you can bring them back by uploading them to the Cash account.

 

Let me show you how:

  1. Go to the Transactions menu.
  2. Click the drop-down arrow beside the Add transaction button.
  3. From the Cash account, select Import older transactions.
  4. Click Browse and select the CSV file.
  5. Map the columns and hit Continue.


     
  6. Follow on-screen instructions to finish.

 

I'd like you to check this article as your reference: Add older transactions to QuickBooks Self-Employed. Once everything is fine, you can then review and categorize your transactions.

 

Furthermore, you can view your financial reports and export them to get a hard and soft copy: Export transactions and get reports in QuickBooks Self-Employed.

 

That's all you need to know to display the bank data in QuickBooks. If you have any other questions, please click the Reply button to comment. Anytime, we're always here to assist you. Take care always.

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