Maintaining documentation of all financial activities is crucial for accurate self-employment tax projections, arbabzadeh.
For now, there's no option to restore backup data in QuickBooks Self-Employed. Allow me to share details to help you retrieve your transaction.
First, I'd like to ask if a bank account was disconnected or hidden. If so, please know that disconnecting or deleting a bank in QBSE will also delete all related transactions in the system.
Follow these steps on how to check:
- Open QuickBooks Self-Employed in a web browser. Here's the link: https://quickbooks.intuit.com/.
- Go to the Profile ⚙ icon and select Bank Accounts.
- Check if a bank account was hidden in the Show Account section.
- If it was hidden, toggle it back to ON.
That will automatically restore the transactions.
If the bank was deleted, you'll need to add it back in QBSE. Then, request or download a CSV copy of any missing transactions from January 1, 2023 to June 29, 2024. After that, import the downloaded CSV file into QBSE.
Before importing your transactions, let's ensure your file is correctly set up. QuickBooks accepts a 3-column or 4-column format.
Let me share these articles as your guide:
Let me also share these articles for additional resource materials in case you might need them when managing banking transactions in the program:
As always, feel free to reach out or reply if you have any other questions when working with your bank transactions and using QuickBooks for your estimated taxes. My colleagues and I are always happy to provide assistance.