Losing important information can be a huge setback, Akada28. Let's collaborate to restore the lost transactions in your QuickBooks Self-Employed (QBSE) account.
When you reconnect your bank account, keep in mind that QBSE will only import transactions from the date of reconnection moving forward. For any entries during the period of disconnection, you'll need to manually input them or upload them using a CSV file.
We can import your banking transactions to restore lost data and ensure your records are complete. First, log in to your Financial Institution (FI) and download the entries using a CSV file. Set the date range for at least one day before the oldest transaction in the account in QBSE. Follow the on-screen prompts to complete the download.
Next, we will import the entries into QBSE by following these steps:
- Sign in to your bank's website to download your transactions.
- Navigate to the Gear icon and select Imports.
- Click Import older transactions under the Action column.
- Select Browse and upload the file.
- Review the column headers and data and ensure the following fields match the columns and order in QBSE: Date, Description, and Amount.
- Click the Continue button to complete the import.
Here's an article that provides more insights into this process: Manually import transactions into QuickBooks Self-Employed.
After importing, check for any duplicate entries and categorise your transactions appropriately. If you encounter any issues during this process or need additional help recovering your data, our support team can provide further assistance and tips to prevent this issue from happening again.
If you need further assistance navigating QBSE or have other tasks you need guidance on, drop a comment below. We’re here to ensure everything is sorted out for you.
