Yes, @Rebecca0696. We can recover banking transactions in QuickBooks Self-Employed. We need to do it manually.
It takes a few steps to add back your deleted transactions. You can import them into QuickBooks again and sort the dates.
Before you bring transactions from your bank, check which ones are already in QuickBooks to dodge duplicate copies.
- In QuickBooks Self-Employed, go to Transactions.
- From the Account: All drop-down menu, select the account you plan to upload transactions into.
- From the Date drop-down menu, select All.
- Select the Date column header to sort the list by date.
- Take note of the oldest transaction date in the account.
To avoid issues when importing bank entries, use a CSV file and map the transactions. The steps below will guide you through the process.
Once done, import bank transactions using a spreadsheet. The steps are simple and easy. Refer to them below:
- Click the Gear icon ⚙ icon and choose Imports.
- Select Import older transactions on the right for the account you want the transactions to belong to.
- Follow the instructions onscreen to finish importing your data.
- Select Import.
I'm adding these articles for ideas on categorizing your transactions after you've managed your bank accounts:
Please keep me informed of the outcome. I'll be waiting here if you need anything else, and I want to ensure the entries are transferred successfully. Enjoy the remainder of your day!
