Yes, we have a way for you to recover your banking data in QuickBooks Self-Employed (QBSE), Jason. We'll guide you through the process below.
In QBSE, deleting a bank account will also remove all its related transactions. We need to reconnect your accounts and import your transactions to pull back all your banking details.
To reconnect your bank account on an internet browser, here's how:
- Go to Settings and select Bank accounts.
- Click Connect another account.
- In the search box, enter the name of the bank and account type.
- Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.
Afterward, manually import your older transactions. Follow these steps to complete the procedure:
- Go to Settings and select Imports.
- Choose Import older transactions for the account you want to add transactions to.
- Select Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
- Click the file and select Open to start the import.
- Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
- Click Continue to complete the import.
Once your transactions are downloaded, categorize them to ensure your financial records are correct.
Should you need further assistance managing your bank transactions, click the Reply button and leave your comments in the field box. We'll get back to help you the best that we can.
