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wcwagner
Level 1

I removed a closed bank account. I had not classified all the transactions in quickbooks and now the transactions are gone. How to I get them back

 
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Best answer December 03, 2020

Best Answers
BettyJaneB
QuickBooks Team

I removed a closed bank account. I had not classified all the transactions in quickbooks and now the transactions are gone. How to I get them back

Hello there, @wcwagner.

 

I've got the steps that you need to do so you can get your back transaction from a closed bank account.

 

When disconnecting a bank account in QuickBooks Online, make sure to add and match all the pending transactions in the Banking page. Please take note that disconnecting the automatic online banking updates will delete any transactions in the For Review tab.

 

To get your transaction back into the system, I suggest reaching out to your financial institution and ask for a copy of your bank transactions. This way, you'll be able to upload these entries manually in QBO.

 

Once you have the copy already, you may upload them by following these steps:

  1. In QuickBooks Online, go to the Banking menu.
  2. Click the Link Account drop-down to see the Upload from file option.
  3. Press Browse and choose the file you want to upload.
  4. In the QuickBooks account ▼ drop-down, select the account you want to upload the transactions into. Then select Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  6. When you’re ready, select Let's go.

To learn more about the different ways of uploading bank entries in QBO, please visit this link: Learn how to get transactions from your bank or credit cards and manually import them into QuickBook...

 

Let me know how things go. I'll be right here if you need anything else. Have a great rest of the week!

View solution in original post

2 Comments 2
BettyJaneB
QuickBooks Team

I removed a closed bank account. I had not classified all the transactions in quickbooks and now the transactions are gone. How to I get them back

Hello there, @wcwagner.

 

I've got the steps that you need to do so you can get your back transaction from a closed bank account.

 

When disconnecting a bank account in QuickBooks Online, make sure to add and match all the pending transactions in the Banking page. Please take note that disconnecting the automatic online banking updates will delete any transactions in the For Review tab.

 

To get your transaction back into the system, I suggest reaching out to your financial institution and ask for a copy of your bank transactions. This way, you'll be able to upload these entries manually in QBO.

 

Once you have the copy already, you may upload them by following these steps:

  1. In QuickBooks Online, go to the Banking menu.
  2. Click the Link Account drop-down to see the Upload from file option.
  3. Press Browse and choose the file you want to upload.
  4. In the QuickBooks account ▼ drop-down, select the account you want to upload the transactions into. Then select Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  6. When you’re ready, select Let's go.

To learn more about the different ways of uploading bank entries in QBO, please visit this link: Learn how to get transactions from your bank or credit cards and manually import them into QuickBook...

 

Let me know how things go. I'll be right here if you need anything else. Have a great rest of the week!

View solution in original post

wcwagner
Level 1

I removed a closed bank account. I had not classified all the transactions in quickbooks and now the transactions are gone. How to I get them back

Thanks you!

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