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nirwata
Level 1

I removed a data connection and lost all the transaction and history. How can I restore it?

 
6 Comments 6
MichelleBh
Moderator

I removed a data connection and lost all the transaction and history. How can I restore it?

The following information will help you restore your transactions in QuickBooks, @nirwata.

 

I'll make sure you can see all the transactions and history in your account as soon as possible. This way, you review and categorize them anytime. 

 

Accessing QuickBooks Self-Employed in a browser or mobile application will require an internet or data connection, as this is a cloud-based program. With this, I'd recommend turning on your data connection whenever you open QuickBooks. 

 

Once done, re-check the data and history in your account. 

 

If you're using a mobile app, you can also refresh the bank connection using your browser. This way, QuickBooks will restore and trigger updates to your bank transactions. 

 

Here's how: 

  1. Select the Gear icon and choose Bank accounts
  2. Click the Refresh all button. 
  3. Review the data again. 

 

Additionally, feel free to visit these articles below on how to import older transactions and categorize them in QuickBooks: 

 

 

Don't hesitate to keep in touch if you need anything else with your transactions, @nirwata. I'll always be right here to help you. Take care. 

nirwata
Level 1

I removed a data connection and lost all the transaction and history. How can I restore it?

I guess, I wasn't clear. I apologize. My old account is LLC which I closed so I no longer have access to it. This was showing up as an error on the data connection so I was trying to fix it. Can the data be restored so that data along with the receipts so I don't lose the trail? I don't have a backup of those receipts and transactions. Thanks

nirwata
Level 1

I removed a data connection and lost all the transaction and history. How can I restore it?

Looks like my response didn't get submitted since I wasn't logged in. Anyway, the issue is that the old account was a Checking Account and Credit Card account for my LLC. I closed the LLC so I no longer have access to it. My concern is that I have all the receipts and details in those transaction and I lost it. How can I restore those two accounts along with the receipts? They must be archived somewhere. Since my accounts are inactive, I was getting a data connection error this I was trying to disconnect, not delete my transactions. I am sure this is a recurring issue and I hope there is an easy solution to restore it. Thank you 

Angelyn_T
QuickBooks Team

I removed a data connection and lost all the transaction and history. How can I restore it?

Thank you for getting back, Nirwata. I'm here to help you with restoring your lost transactions.

 

You'll be able to export those transactions to Excel if you can still access your closed QuickBooks Self-Employed (QBSE) or LLC account.

 

Here's how:

 

  1. Sign in to your QBSE account.
  2. Go to the Transactions tab, then filter the transaction type, account, and date of the entry you want to save.
  3. Tap on the Export icon to download the report to Excel.

 

Since you can no longer log in to your account, you may sign in to your bank's website and get the receipts from there. Most banks let you download transactions from their website into a CSV. Otherwise, you may reach out to our QBSE Support for further assistance. A live representative can look into your account securely and help you with bringing back your data.

 

Once you have the file ready, you may import the transactions into an active QBSE account. You can check out these links as your references: 

 

 

Once done, review and categorize your transactions to put them in your accounts.

 

If you have any other follow-up questions about your transactions or account, please let me know by adding a comment below. I'm more than happy to help. Wishing you a good one!

dr389
Level 1

I removed a data connection and lost all the transaction and history. How can I restore it?

Did you find a solution? I am currently having the same problem and missing old transactions going back to 2016 when I closed the bank account.

AileneA
QuickBooks Team

I removed a data connection and lost all the transaction and history. How can I restore it?

I'm here to help you bring those missing transactions into QuickBooks, dr389.  

 

The best thing that we can do is to perform some basic troubleshooting steps by following these procedures:
 

First, use a private window to access QuickBooks. This will prevent the use of cookies stored on the computer.

 

You can access this by pressing the following commands:

 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox or Internet Explorer).
  • Control + Option + P (Safari).

 

If it works, then let’s go back to your browser and clear the cache. These caches of data are essentially junk files and can be safely deleted to free up storage space.

 

If the same problem occurs, try using a different browser. This can be an issue with the browser that you use and QuickBooks. 

 

However, If the same thing happens, we can manually upload your file to download the missing transactions. Here are the links for reference: 

 

 

Once finished, you can review or categorize them in QuickBooks. For the step-by-step guide, kindly refer to this article: Categorize transactions in QuickBooks Self-Employed

 

Please let me know if you need anything else. I'll get back to you as soon as I can. Stay safe!

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