Recovering deleted transactions

Thanks for alerting me about this, @mpbullock2.

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.

Here’s how:

1. Go to the Gear icon.
2. Choose Bank Accounts.
3. Click on the Connect Another account link.
4. Enter the name or the URL of your bank in the search box.
5. 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:

1. Login to QuickBooks Self-Employed account.
2. Choose Help.
3. Select Contact Us.
4. Fill in Ask a question.
5. Choose your preferred method to contact support (Chat or choosing Post a question, which will route you to our Community).
6. Fill out the requested information and select Chat Now or Post your question.

Don’t hesitate to drop a comment below if you have follow-up questions about restoring your deleted transactions. I’m always here to help.

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? 

Hi there, mpbullock2.

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:

1. Go to the Gear icon at the top, then choose Imports.
2. Select Import older transactions on the right far side of the Cash Account.
3. Follow the instructions onscreen to finish importing your data.
4. Click Import.

Check out this article for more details:

Hide or delete a bank account

These steps can restore all of the deleted transactions into QBSE.

Feel free to dive back in for any questions you have about the process. I'd be delighted to answer them for you.

Best regards and take care. 

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@IamjuViel wrote:

Thanks for alerting me about this, @mpbullock2.

 

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.

 

Here’s how:

1. Go to the Gear icon.
2. Choose Bank Accounts.
3. Click on the Connect Another account link.
4. Enter the name or the URL of your bank in the search box.
5. 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:

1. Login to QuickBooks Self-Employed account.
2. Choose Help.
3. Select Co

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   @IamjuViel wrote:
   

   Thanks for alerting me about this, @mpbullock2.

    

   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.

    

   Here’s how:

   1. Go to the Gear icon.
   2. Choose Bank Accounts.
   3. Click on the Connect Another account link.
   4. Enter the name or the URL of your bank in the search box.
   5. 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:

   1. Login to QuickBooks Self-Employed account.
   2. Choose Help.
   3. Select Contact Us.
   4. Fill in Ask a question.
   5. Choose your preferred method to contact support (Chat or choosing Post a question, which will route you to our Community).
   6. Fill out the requested information and select Chat Now or Post your question.

   Don’t hesitate to drop a comment below if you have follow-up questions about restoring your deleted transactions. I’m always here to help.

   ---

   
   ntact Us.
4. Fill in Ask a question.
5. Choose your preferred method to contact support (Chat or choosing Post a question, which will route you to our Community).
6. Fill out the requested information and select Chat Now or Post your question.

Don’t hesitate to drop a comment below if you have follow-up questions about restoring your deleted transactions. I’m always here to help.

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I had an account that was closed and when I deleted the account all the transactions were deleted. I don’t have any way to login to the bank anymore 

Thank you for joining this thread. It appears that you're looking to recover some deleted transactions. I'm happy to provide you with any information that might assist in retrieving them.

Deleting an account in QuickBooks Online also removes all related transactions. It can become challenging if you no longer have access to the bank account. Once deleted, you cannot recover them within QuickBooks Online.

In this situation, it is best to connect with your bank institution for assistance. They may be able to provide you with copies of the bank transactions.

I'm adding these articles you can use in the future as you go through your task in QuickBooks Online:

• Categorize and match online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

It's crucial to be cautious when deleting accounts in QuickBooks Online, especially if the associated transactions are critical for your financial records. Always ensure to have a backup of your data before making significant changes. If you have more questions about managing your bank transactions, I'll always be around to answer them. Stay safe!