HELP - The credit card I was using to log all my transactions has recently been cancelled. When I removed the account link due to the account being inactive it deleted every single transaction I've ever logged with that credit card. Is there a way to restore or see a record of those transactions? People switch credit cards all the time so surely there should be a way to keep those logged transactions??
My priority is to ensure that you have your account data on-hand when tax time rolls around. I’d be delighted to walk you through restoring your deleted transactions.
For starters, once a connected bank account or credit card is deleted, all transactions that were recorded on it will also be deleted. Before we can restore your transactions, you’ll need to reconnect it with your QuickBooks account first.
Go to the Gear icon.
Choose Bank Accounts.
Click on the Connect Another account link.
Enter the name or the URL of your bank in the search box.
Type in your sign-in info you use at your bank’s website and click Connect securely.
Once your credit card is reconnected with QuickBooks Self-Employed, 90 days’ worth of your old transactions will be downloaded automatically into your account. Often, all the deleted transactions are restored as if nothing happens with it.
You can also download a copy of your bank transactions and import it into your QuickBooks account.
To import your data, your file must be a CSV file (comma-separated values). Your CSV file should contain the following information: Date, Description and Amount. Kindly make sure to leave off leading zeros and format the date like this: M/D/YY, not like this: MM/DD/YY. For example, January 1, 2016 would be 1/1/16.
If you’re having difficulty reconnecting your bank account, I suggest reaching out to our Customer Care team. An agent will be able to check your account on a secured environment and verify your login credentials.
Here’s how to contact QuickBooks Self-Employed support:
I cannot reconnect a credit card that has been cancelled.
And recovering the last 90 days would not help with the rest of 2018 that was deleted. What happens when people's credit cards are lost or stolen and need to be cancelled? All the transactions that were ever logged using that card get permanently deleted?
Thanks for getting back to us with more details. I'd be glad to help you further in restoring your transactions.
As what my colleague @IamjuViel mentioned above, deleting an account will remove all of the transactions associated with it. For cancelled credit card situations like yours, you can opt not to reconnect it.
Instead, you'll want to bring in your data using a .CSV (comma-separated values) file. This allows you to import more than 90-days worth of transactions (or even the rest of 2018).
Then, attached them to your QuickBooks Self-Employed default Cash account. It will hold all transactions from banks that aren't connected to the program. Make sure to first export a copy of those entries from your bank's website, then export them to a CSV format.
To import your .CSV file:
Go to the Gear icon at the top, then choose Imports.
Select Import older transactions on the right far side of the Cash Account.
Follow the instructions onscreen to finish importing your data.