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Transactions
Thanks for chiming in on this thread, GKHR. I'll share additional information about recovering lost transactions in QuickBooks Self-Employed (QBSE).
The changes are permanent if you have deleted a transaction or data from connected bank and credit card accounts in QBSE. This means you'll no longer be able to undo these modifications after they are executed.
To recover your transactions, you must manually import them into your QBSE account. Here's how:
- Go to the Profile ⚙ icon and choose Import transactions.
- Tap Import transactions or Import older transactions if you didn't disconnect the account.
- Follow the onscreen steps to upload the CSV file.
- Tap Continue to complete the import.
Moreover, you can reconnect your bank account in QBSE to download the last 90 days' worth of transactions and import the older ones.
In case the lost transactions are already categorised and you didn't delete your bank account, you can reach out to our QBSE Support Team to double-check if there's an issue related to it.
On top of that, entering a transaction or downloading it from an online bank must be categorised in QBSE. By doing so, the system can place them on the appropriate line of your Schedule C form. Check out this article for more details: Categorise transactions in QuickBooks Self-Employed.
Please let me know if you have further questions or concerns about recovering transactions in QBSE. I'm always here to provide additional assistance.