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Disp595
Level 1

Has anyone had their income and expenses, both business and personal, just disappear? I had to change the password for my bank account and everything that was entered before that date is gone.

 
2 Comments 2
Rubielyn_J
QuickBooks Team

Has anyone had their income and expenses, both business and personal, just disappear? I had to change the password for my bank account and everything that was entered before that date is gone.

Let me provide some steps to help you recover your missing transactions in QuickBooks Self-Employed, @Disp595.

 

Let's begin by finding them on the Transactions page. Apply the filters, including the date and the account the entries are saved. For visual reference, please refer to the screenshot below:

 

I also suggest using the Refresh All button to retrieve missing entries. This will help fetch the transactions that were not imported. Otherwise, run the Profit and Loss report to check if you can see the transactions there. 



 

If it doesn't work, you have the option to import bank transactions using a spreadsheet. To proceed, please refer to the steps below:

 

  1. Go to the Profile  icon and choose Imports.
  2. Click Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

 

I'm adding a few related articles below to guide you further with the process:

 

 

Come back to our forum for further questions about missing entries in QuickBooks. I'm always here to help. Have a nice day!

Rubielyn_J
QuickBooks Team

Has anyone had their income and expenses, both business and personal, just disappear? I had to change the password for my bank account and everything that was entered before that date is gone.

Hi, @Disp595.

 

Hope you’re doing great. I wanted to see how everything is going about the missing transactions concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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