cancel
Showing results forΒ 
Search instead forΒ 
Did you mean:Β 
Announcements
Accept credit card payments in QuickBooks Online.Explore QuickBooks Payments

Reply to Message

View discussion in a popup

Replying to:
Carneil_C
QuickBooks Team

Reply to Message

I appreciate you for joining the thread, Grace.

 

I'll chime in and assist you with your query about recovering a deleted bank account and transactions in QuickBooks Self-Employed.

 

As provided by Mark_R above, we can still reconnect your bank account and manually import the transactions if you still have your bank information.

 

To reconnect, I'll show you how:

 

  1. Go to Settings and select Bank accounts.
  2. Click Connect another account.
  3. In the search box, enter the name of the bank and account type, i.e Lloyds Bank Business, Lloyds Bank Personal, or Lloyds Bank Commercial.
  4. Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

 

Then, here's how to import your transactions:

 

  1. Go to Settings and select Imports.
  2. Choose Import older transactions for the account you want to add transactions to.
  3. Click Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  4. Select the file and select Open to start the import.
  5. 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.
  6. Hit Continue to complete the import.

 

If you've lost your banking information, I suggest contacting our QuickBooks Self-Employed Support Team. They can further guide you with this matter.

 

I'm always ready to assist you if you have questions or concerns about managing your bank accounts and transactions in QBSE. Tag me in your reply, and I'll sprint back into action. Keep safe always!

Need to get in touch?

Contact us