Let's dig into the details of recovering deleted bank transactions in QuickBooks Self-Employed (QBSE), Elizabeth.
Please know that deleting a bank account in QBSE also removes all associated transactions under it. Currently, there's no option to recover them directly.
However, you can reconnect your bank to download up to three months' worth of transactions, depending on the bank. Since it involves entries from previous years, I recommend uploading them manually into the program via a CSV file.
Here's how:
- Sign in to your bank's website to download your transactions.
- To import them into QBSE, go 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, then Continue to complete the import.
Check out this article for the step-by-step guide: Manually import transactions into QuickBooks Self-Employed.
Additionally, you need to categorise transactions in QBSE to ensure they're placed correctly on the line of your Schedule C.
We'll be glad to have you back in this thread if you have further questions about recovering deleted bank transactions. Feel free to add a reply below, and we'll answer them right away. Have a good one.
