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JenPollock
Level 2

whole bank account deleted

i am at a loss for words. My client uploaded new data from her bank account and somehow the WHOLE entire account history got deleted !!! Now it is starting with a beg balance as of 1-1-2020 and I have to enter in ALL the 2020 transactions AGAIN and reconcile AGAIN!!
Has anyone ever had this issue? I am getting NOWHERE with tech support even had a case # and never got a call back.

4 Comments 4
Mark_R
Moderator

whole bank account deleted

Hi @JenPollock,

 

This must be a challenging experience for you, and I personally want to get this resolved for you.

 

Please know that bank accounts with transactions cannot be deleted. Instead, the system will make it inactive and retain all the data of the account. In your case, you don't have to reenter all the transactions from 2020 and reconcile them again. All you need to do is to reactivate the deleted account so you can get back to working order. Here's how:

 

  1. Click Accounting from the left menu, then select Chart of Accounts.
  2. On the page, click the small Gear icon and select the box for Include inactive.
  3. Find the deleted account, then click Make active under the Action column.1.PNG

Once done, all of the transactions from that bank account will show, and you don't have to reenter them. 

 

Just in case you want to learn more about categorizing and matching transactions in QuickBooks, you can read this article for more guidance: Categorize and match online bank transactions in QuickBooks Online.

 

Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you.

JenPollock
Level 2

whole bank account deleted

Dear Mark,

I SOOO appreciate your response. I too thought this would be a solution. But the account  (indeed there are two accounts that have that same name) that may have been 'deleted/inactivated' has around transactions in it. And the 'new' account we are assuming was created also has no transactions except for the beg balance that was created by QB.

I find it confusing that the team members I spoke to did not even suggest this idea. I thought of it myself as I was on hold for a loooong time...

If you have any other ideas feel free to share. 

Are you a QB employee or a freelance accountant?

I shared a screen shot of a duplicate account that has been inactivated but it has a handful of transactions. It is a mystery to me. Since 2013 this account has been fully active with THOUSANDS of transactions.

Thank you again for giving my problem the attention!!

RCV
QuickBooks Team
QuickBooks Team

whole bank account deleted

Thanks for coming back, JenPollock.

 

I appreciate the time and effort you've spent with one of our support agents. I'll personally share your feedback with our Customer Support Team regarding this one. We'll be able to take action on improving our customer service. QuickBooks Online (QBO) records the following in the audit log:

  • The date of any change to your books
  • The name of the user who made the change
  • The type of change or event
  • The name of any customer or vendor related to the change
  • Any original transaction date and amount

If the bank account or the transactions are deleted in QuickBooks Online (QBO), the option to restore it is unavailable. However, we can access the Audit Log to recover the details of the deleted ones so you can re-enter them. Here's how:

  1. Go to the Gear icon
  2. Select Audit Log.
  3. From the Filter ▼ drop-down menu, select the appropriate user, date, and event(s).
  4. Tap Apply.
  5. Locate the deleted transaction. To easily find deleted transactions, use the browser search Ctrl + F and type "deleted".
  6. Under the History column, hit  View.
  7. All the information needed for the transaction can be found under the Event column. Then, using the information from the Audit log, you can re-enter the transaction with its original transaction date.

If there are transactions for that bank account deleted in the Audit Log, it would be best to contact our Customer Support Team. I know you already called but since this is a public forum, they can pull up and check your account in a secure environment. Then, provide the case number to the support agent for them to know your issue right away since you already contacted us. 

 

You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one. Here's how to reach them: 

  1. Go to the Help menu at the upper right.
  2. Select Contact Us.
  3. Enter your concern.
  4. Click Let’s talk.
  5. Choose Get a callback
  6. Type in your contact info.
  7. Select Confirm my call.

Once done, we’ll let you know when your tax payments and form filings are due. You'll see reminders in your payroll to-do list. When you're ready to pay or file your payroll taxes, see the steps in the Pay and file payroll taxes online article. 

 

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Take care always.

firstclassanimalpro
Level 1

whole bank account deleted

YES!!! #$^%&!#$ I am furious. This is the second time I have lost an entire year of transactions.  In 2021 I had stayed on top of keeping my transactions categorized to make tax time easier. I Had an issue back in 2019 where my PNC account disconnected and stopped loading transactions so I wanted to keep on top of it to avoid problems come tax time.  When I logged in this week to transfer all the information that I had worked on all year long to TurboTax, my 2021 transaction was gone and once again my PNC account was unlinked!  Same as 2019 I downloaded all of my CSV files month by month from my bank and uploaded them to QB. Once again I have to categorize an entire years worth of transactions. On top of that some how my uploaded transactions duplicated.  QuickBooks has now made Tax time extremely difficult, frustrating, and a PITA.  I will be cancelling and asking for my money back. This is ridiculous....

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