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TNF84
Level 1

Income Change after re-linking Bank Account

I had two accounts that were linked under the same bank, I wanted to get rid of one I am no longer using. I had to unlink both accounts. After re-linking my profit/income had changed by about $2000. How can I figure out where my profit for Jan-Mar disappeared to?

Solved
Best answer June 08, 2022

Best Answers
RoseJillB
QuickBooks Team

Income Change after re-linking Bank Account

Welcome to the Community page, @TNF84.

 

Currently, the option to recover a missing or removed transaction is unavailable in QuickBooks Self-Employed (QBSE). What we can do is manually check the transactions from your bank statement and enter them into your company file.

 

Here’s how you can manually add transactions on the web browser:

 

  1. Go to the Transaction menu.
  2. Select the Add transaction tab.
  3. Enter the amount and the description.
  4. Select the appropriate category to organize your transaction.
  5. You can also attach your receipt by dragging them and dropping it onto the form.
  6. Click Save.

 

I’ll also add this article for the steps using a mobile device: Manually add transactions in QuickBooks Self-Employed

 

Furthermore, learn from this article about categorizing your transactions to keep them organized: Categorize transactions in QuickBooks Self-Employed

 

If you have any clarifications with banking transactions, you can always drop by and post them here on the page. Stay safe! 

View solution in original post

2 Comments 2
RoseJillB
QuickBooks Team

Income Change after re-linking Bank Account

Welcome to the Community page, @TNF84.

 

Currently, the option to recover a missing or removed transaction is unavailable in QuickBooks Self-Employed (QBSE). What we can do is manually check the transactions from your bank statement and enter them into your company file.

 

Here’s how you can manually add transactions on the web browser:

 

  1. Go to the Transaction menu.
  2. Select the Add transaction tab.
  3. Enter the amount and the description.
  4. Select the appropriate category to organize your transaction.
  5. You can also attach your receipt by dragging them and dropping it onto the form.
  6. Click Save.

 

I’ll also add this article for the steps using a mobile device: Manually add transactions in QuickBooks Self-Employed

 

Furthermore, learn from this article about categorizing your transactions to keep them organized: Categorize transactions in QuickBooks Self-Employed

 

If you have any clarifications with banking transactions, you can always drop by and post them here on the page. Stay safe! 

TNF84
Level 1

Income Change after re-linking Bank Account

Thank you, I will do that. :)

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