You will need to manually import the data using the CSV file format to restore the lost transactions, @info2157. I will share my insights and guide you through the steps.
In QBSE, disconnecting a connected bank account will result in the loss of all associated data, including previously categorized information. You can restore this data through manual upload, but you will have to sort it into categories again. If you don't use that bank account much, it’s better to hide it instead of disconnecting it, as this will help prevent any data loss.
Here's how to manually upload the files:
- Go to the Transaction menu and select the dropdown arrow beside Add transaction.
- Choose Import transactions.
- Find the bank account where you want to upload the CSV file and click on Import older transactions.
- Click on Browse.
- Follow the on-screen steps.
After that, you can go ahead and categorise them.
When this is resolved and you need to run and export reports to verify the categorisation is correct, refer to this article for guidance: Export transactions and get reports in QuickBooks Self-Employed.
If you have any more questions or need further clarification on manually uploading your data to QuickBooks, please feel free to reach out. I'm here to help! Have a great day!
