Reconnected bank after business name change. Same account, but QBSE missed older and 2025 transactions. Need help restoring or merging the bank feed.

Hello there, Gurley.

In QuickBooks Self-Employed, disconnecting a bank account permanently deletes all transaction history, including categorized ones. When you reconnect, banks typically only provide the last 90 days of transactions.

To restore older records, you'll need to manually import them using a CSV file. No need to merge bank feeds since it's the same account. I'll walk you through in re-uploading the historical transactions.

Before importing transactions from your bank, review the ones already in QuickBooks to avoid duplicates and select only the dates that haven’t been uploaded yet.

Here's how:

1. Go to the Gear ⚙ icon and click Imports.
2. Select Import transactions.
   
   
    
3. Hit Import older transactions for the connected bank account.
4. Click Browse and locate the file from your bank, typically in your Downloads folder.
5. Choose the file and select Open to start the import.
6. Check the column headers and data to ensure the Date, Description, and Amount columns in the CSV align with QuickBooks. Other columns can be in any order.
7. Hit Continue.

Refer to this article for the steps to review what you have imported: Add older transactions to QuickBooks Self-Employed.

We're always here to help you manage your bank transactions in QuickBooks Self-Employed. Don't hesitate to comment below.

Hi Gurley.