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smeraz_
Level 1

Is there a way to recover transactions/account that you deleted?

 
3 Comments 3
SarahannC
Moderator

Is there a way to recover transactions/account that you deleted?

I'm glad to have you here, smeraz_.

 

Once an account is connected to your book, we can only turn it off and do not have an option to delete that account. With that, yes, you can get all those transactions back by the time you enable the account again. They will show up on the transactions page.

 

Let me show you where you can switch it off or on:

  1. Go to the Gear icon.
  2. Select Bank accounts under Transactions.
  3. Under the show account column, select OFF if you would like to inactive the account. You can go back here and make the account active by withing it to ON.

 

On the other hand, deleting a transaction itself doesn't have an option to recover them. 

 

Always know that I am right here to continue guiding you about managing transactions in QuickBooks Self-Employed. Thanks!

smeraz_
Level 1

Is there a way to recover transactions/account that you deleted?

Thank you for your time and reply.  

I cannot access the account anymore.  The bank is no longer on the Banks list.  I made the mistake of deleting the bank from the Bank accounts under Transactions section.  The aforementioned account I need to recover was closed by bank and I no longer have any access to digital statements.  This error was my fault.  When I attempted to add the new Bank account to import the most recent transactions there was a connection error so I choose to delete the newly added account and reconnect it.  What I unknowingly did, since both accounts were from the same bank; I deleted both the old account which had all of my categorized transactions along with the new one.  In short I cannot reconnect the old bank account because the Bank has removed all access to those digital statements.  I have the paper statements they printed out for me but I am trying to avoid having to manually go through and re-input  12 months worth of transactions.   Thank you in advance for your time and assistance.

SarahannC
Moderator

Is there a way to recover transactions/account that you deleted?

My mistake, smeraz_. I thought you're about to delete the account.

 

We can manually import transactions from your bank to your book. I would recommend reaching to your bank to know if they allow you to upload transactions using CSV file format. It's a way to bring transactions in your QuickBooks when the bank is not listed as one of the connected accounts. 

 

  1. Go to the Gear icon, and then select Imports.
  2. Select Import older transactions on the right for the account you want the transactions to belong to.
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

 

 

You'll want to check out the article below where you'll get further details about managing the downloaded transactions in QuickBooks Self-Employed (QBSE): Manually add transactions in QuickBooks.

 

Stay in touch if you need further assistance as you go along in adding transactions to QuickBooks. Take care!

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