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dcupery-gmail-co
Level 1

Quickbooks told me my bank account needed to be re-connected. I did this and it erased all of my expenses and income for the past 3 years. How can I restore them?

Logging my expenses, income, and receipts for the past 3 years represents 50+ of hours of work. There was no warning that this would occur.
1 Comment 1
jeanbiverly_
QuickBooks Team

Quickbooks told me my bank account needed to be re-connected. I did this and it erased all of my expenses and income for the past 3 years. How can I restore them?

I'm delighted to assist you in recovering your past transactions, dcupery.

 

When you disconnect your bank from QuickBooks Self-Employed (QBSE), all your transactions and any special calculations will be permanently deleted.

 

To restore the old entries, you'll need to export them from your bank and then import them into QBSE using your laptop or desktop. Even if your bank doesn't have specific instructions for QBSE, as long as you download your transactions as a CSV, you can proceed.

 

Follow these steps:

 

Export transactions from your bank

 

  1. Log in to your bank's website.
  2. Follow your bank's instructions to download your transactions as a CSV file. Look for 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 QB.
  4. Follow any onscreen steps to complete the download.

 

Import the transactions

 

  1. Open QBSE in a web browser.
  2. Navigate to the Gear icon and select Import transactions.
  3. Look for the account you want to add transactions to and click Import older transactions.
  4. Browse to the file on your computer. It's usually in your Downloads folder.
  5. Choose the file and select Open to start the import.
  6. Verify that the Date, Description, and Amount columns on the CSV match the columns and order in QB. The other column headers can be in any order.
  7. Click Continue to finish the import.
  8. Hit OK.

 

 

You'll then be redirected to the Transactions page, where you can review them and check for duplicates.

 

For more detailed information, visit this article: Add older transactions to QuickBooks Self-Employed.

 

Once you're done, categorize your entries to put them in your accounts.

 

Let me know if you need any further help importing your transactions. I'm just a reply away. Take care, and have a good one!

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