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I deleted a bank account because i switched banks and it deleted all my past transactions - is there a way to recover all that?

 
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QuickBooks Team

Re: I deleted a bank account because i switched banks and it deleted all my past transactions - i...

I'm glad you've reached out to the Community, @general.

 

Once you disconnected your bank account with QuickBooks Self-Employed (QBSE), it will also be deleted the transactions. In order to retrieve it, you have to re-connect your bank account.

 

You can also import your bank transactions manually from the bank website and import them in QBSE using a .CSV file. Most banks allow you to export transactions to this file type. 

 

To import your .CSV file, you can follow the steps below:

 

  1. Select the Gear icon at the top.
  2. Choose Imports option.
  3. Go to Import older transactions on the right for the account you want the transactions to belong to.
  4. Click Import

If you've been using a spreadsheet to track transactions, you can save or export the file to .CSV format.

 

Please know that I'm just a post away if you have any other concerns about downloading bank transactions. Wishing you and your business continued success. 

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