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tilewithstylesc
Level 1

How to restore a deleted bank account

I need to update some transactions (service/account) but I'm unable to save because of an old bank account I deleted
Solved
Best answer October 15, 2018

Best Answers
IntuitNina
Level 3

How to restore a deleted bank account

Hi there tilewithstylesc,

I'd be more than happy to help you with this!

Here's how you can restore a deleted bank account in QuickBooks Online:

  1. Click the Transactions tab on the left.
  2. Choose Chart of Accounts.
  3. In the Chart of Accounts table, click the Gear icon at the upper right corner.
  4. Put a check mark in the Include Inactive box.
  5. Find the specific account you like to restore and click the Make active option at the far right.

I've included a couple of screenshots for you.

Please let me know if you need anything else.

View solution in original post

13 Comments 13
IntuitNina
Level 3

How to restore a deleted bank account

Hi there tilewithstylesc,

I'd be more than happy to help you with this!

Here's how you can restore a deleted bank account in QuickBooks Online:

  1. Click the Transactions tab on the left.
  2. Choose Chart of Accounts.
  3. In the Chart of Accounts table, click the Gear icon at the upper right corner.
  4. Put a check mark in the Include Inactive box.
  5. Find the specific account you like to restore and click the Make active option at the far right.

I've included a couple of screenshots for you.

Please let me know if you need anything else.

madefresh71
Level 1

How to restore a deleted bank account

When I follow these steps my accounts don't even show up as inactive. What should I do?
Riana
Level 1

How to restore a deleted bank account

Hi, I've deactivated my bank account by mistake.  I did exactly as you explain on top; the account is back by all my info is lost. How do I restore that?

 

JonpriL
Moderator

How to restore a deleted bank account

Hi there, @Riana!

 

Allow me to share a few insights and help you restore your transactions after activating a deactivated bank account.

 

To start, QuickBooks can only restore 60 days old transactions after you activated a deleted account. With this, let's go back and review your transactions from your bank register.

 

Let me show you how:

  1. Go to the Accounting page.
  2. Select Chart of Accounts.
  3. Find your bank account.
  4. Under the ACTION column, click View register.

Once done, you'll be able to review all your 60 days old transactions. In addition, I've included our detailed guide in accessing your bank's register.

 

Secondly, you'll have to download and manually upload all your transactions which are beyond 60 days old. Please know that you'll have to download your transactions directly from your bank's website. You can have it in batch to minimize the sizes of your file and make sure to select any of the file formats, QuickBooks can accept. These are CSV, QFX, QBO, and OFX.

 

After downloading your transactions, here's how you can upload them:

  1. Go to the Banking page.
  2. Click the Update drop-down menu.
  3. Choose File Upload.
  4. Hit Browse.
  5. Select your downloaded banking transactions file/s.
  6. Click Next and the Finish.

This way, you'll be able to restore and review your banking transactions. Just go to the For Review tab in the Banking Page. And then manually add or match your transactions.

 

Here's an article you can read to learn more about uploading your banking transactions: How to Upload More Than 90 Days of Bank Transactions?

 

I'll be always around to lend you a  helping hand if you have any other questions about your banking transactions. Have a great day!

BrideyAphrodite
Level 1

How to restore a deleted bank account

When I follow these steps it does not give me a "Make active" option. It gives me a "make inactive" choice, yet when I try to do anything with this said account it tells me "Vendor assigned to this transaction has been deleted. Before you can modify this transaction, you must restore PayPal (deleted)." Is there something else I should do? Thanks.

Michael K
Moderator

How to restore a deleted bank account

Hey there, @BrideyAphrodite.

 

You're in the right place. It sounds like you may have two accounts named PayPal, one active and one inactive. To check, follow these super easy steps:

 

  1. Click Accounting on the left navigation menu and choose Chart of Accounts.
  2. Select the small Gear icon above the Action column and choose Include inactive.
  3. Click Make active next to PayPal (deleted).

 

That's it! For more information, I recommend checking out How to Delete an Account or Restore a Deleted Account

 

If you have any other questions, feel free to hit the Reply button below. Have a good one!

BrideyAphrodite
Level 1

How to restore a deleted bank account

Thank you for your reply. None of my accounts in my chart of accounts, after clicking "include inactive" in the gear icon, say "make active" and none of my Paypal accounts say deleted next to them. Yet I am still having the same problem with the message "Vendor assigned to this transaction has been deleted. Before you can modify this transaction, you must restore PayPal (deleted)." I looked up the link you left, but it is the same instructions you gave me. I'm wondering if I messed something up somewhere else. I mean your's and the link's instructions are pretty clear, I just can not find any "make active" places anywhere in my chart of accounts.  :(  

Jovychris_A
Moderator

How to restore a deleted bank account

Thanks for your prompt response to the Community, @BrideyAphrodite.

 

The details you have said earlier helped me determine the solution to the issue.

 

Since the account in your chart of account is already active, and it could be you have only disconnected the PayPal account, I recommend connecting the PayPal account again in the banking menu.

 

This way, you can restore PayPal transactions under For Review tab in the Banking menu.

 

Let me show you how:

  1. Go to Banking and select Add account/Connect an account.
  2. In the search box, enter PayPal to connect your account.
  3. Follow the procedure needed to connect your account.
  4. Enter the credentials needed.
  5. Select the account you want to connect with PayPal (QuickBooks show all of your accounts tied to your financial institution (FI)).
  6. Then select the account type from the drop-down.
  7. Select the date range for the download transactions. Some FIs download the last 90 days of transactions.
  8. Click Connect.

 

Once the downloaded transactions are already in the For Review tab, you can exclude those items that are already in the PayPal's Register. If the vendor is not yet in QuickBooks, create the vendor by using the payee drop-down under the For Review transactions.
Payee.PNG

 

You can refer to these articles as your guide on how to handle PayPal transactions: 

 

Please feel free to leave a message or tag me to this post (@Jovychris_A) if you have further questions. I'm always here to help you. Take care!

rmaguiba
Level 1

How to restore a deleted bank account

Hello @Jovychris_A 

I am trying to resolve the same problem, restoring a deleted account, however, when it comes to clicking on the "include inactive" box, it will not allow me to. Any suggestions on  how else to restore an account if this option is not available?

Appreciate your reply.

Thanks.

MarsStephanieL
QuickBooks Team

How to restore a deleted bank account

Hi there, rmaguiba.

 

There are times that the stored cache in your browser is the reason that you're not able to see "Include inactive" box. To fix that, I suggest using an incognito browser. If you're able to see that option, go back to your regular browser and clear the cache. An alternative way is to use another browser if it still doesn't work.

 

Here are the keyboard shortcuts in using an incognito browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer & Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option +

 

If the issue still persist after performing the troubleshooting steps above, I suggest contacting our Customer Support team. They have the tools to verify and check out for other available solutions.

 

Count me in if you need anything else. I'll be here to help. Take care.

rmaguiba
Level 1

How to restore a deleted bank account

Hi @MarsStephanieL 

Your solution worked :)

Thanks a lot!

 

Sincerely,

rmaguiba

rmaguiba
Level 1

How to restore a deleted bank account

Hello

 

Thanks for the help.

 

I am hoping you can help with a different issue.

I am helping a friend reconcile her account in quickbooks online.

Transactions are downloaded from the bank. For check payments though, these were not matched to

bills so the vendor accounts are showing overdue.

How do I correct this? I edited the check transaction to A/P under category and clicked on the expense/pay bill section. When I tried to match it to an outstanding transaction, the vendor bill is no

longer existing but is still unpaid.

Any suggestions on how to properly record the check payment so that it is applied to the correct vendor bill.

Thanks a lot!

Catherine_B
QuickBooks Team

How to restore a deleted bank account

Look like this is a duplicate post, rmaguiba. 

 

 

Let me link you to the thread where my colleague responded to your question. Please click here

 

If you have other questions, my colleagues and I are here to help you. Take care always!

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