cancel
Showing results for 
Search instead for 
Did you mean: 
irvroman1283
Level 1

Hello. I deleted my bank account by mistake and I re-enter it but now I can’t see some of the expenses from last year. It’s only showing me the income from some months but not the expenses!

 
3 Comments 3
MaryLurleenM
Moderator

Hello. I deleted my bank account by mistake and I re-enter it but now I can’t see some of the expenses from last year. It’s only showing me the income from some months but not the expenses!

Hello there, irvroman1283,

 

When you delete your bank connection, it will delete all the transactions. It might be that the transactions you see right now when you reconnected fall to the last 90 days of past transactions. That's usually the farthest bank transaction the banks can download when connected.

 

I recommend importing the old bank transactions using a CSV file. Here's how:

  1. Sign in to your bank’s website.
  2. Follow your bank’s steps to download your transactions as a CSV file. This is usually a button or link on your account page.
  3. Set the date range for at least one day before the oldest transaction in the account in QuickBooks.
  4. Follow any on-screen instructions to finish the download.

When you're ready to import, open QuickBooks Self-Employed on a laptop or computer instead of the mobile app.

  1. Open QuickBooks Self-Employed in a web browser.
  2. Select Settings.
  3. Select Imports.
  4. Select Import older transactions for the account you want to add transactions to.
  5. Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  6. Select the file and select Open to start the import.
  7. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  8. Select Continue to complete the import.

Don't forget to review and categorize your transactions to put them in your accounts.

 

I'll be right here if you have additional questions about bank transactions in QuickBooks Online.

MaryLurleenM
Moderator

Hello. I deleted my bank account by mistake and I re-enter it but now I can’t see some of the expenses from last year. It’s only showing me the income from some months but not the expenses!

Hi irvroman1283,


Hope you’re doing great. I wanted to see how everything is going about the bank transactions you had yesterday. 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 anytime.


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

Cove electric
Level 1

Hello. I deleted my bank account by mistake and I re-enter it but now I can’t see some of the expenses from last year. It’s only showing me the income from some months but not the expenses!

This happened to me. Is there a way to get back all my logged transactions? Or do I have to do it all again?

Need to get in touch?

Contact us