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C
carol138
May 31, 2024
Question

What do you do if QBSE deleted 4 years of reconciled and tagged transactions because you switched banks?

  • May 31, 2024
  • 1 reply
  • 14 views
No text available

1 reply

J
James_AL
May 31, 2024

Hello there, Carol138.

 

When you change banks in QBSE and remove the bank connection. Yes, you were correct all transactions will be deleted permanently.

 

Right now, all you need to do is reconnect the bank. However, it can download transactions from the last 90 days.

 

And if you want to download the transaction for the last four years. You can manually upload transactions in QuickBooks Self-Employed.

 

I will also add this article so that you can have a guide on how to reconnect your bank account in QuickBooks Self-Employed.

 

Next, you'll want to categorize your transactions. Learn more and get detailed steps on how to categorize transactions.

 

I'll be on this thread anytime you require additional assistance when handling bank transactions in your file. Just reply to this post, and I'll be around to get you covered. Keep safe and have a good one!

 

 

 

 

C
carol138Author
May 31, 2024

Hi @James_AL - I replied via my phone but don't see the answer here. My reply said something like this is unacceptable. I closed my account with BofA so I can't login to get those transactions. I had also reconciled, tagged, categorized and retitled all those transactions over 4 years. I just changed banks and it was not ever described that I would lose 4 years of data by doing that. 

 

Could you please restore all transactions back to inception?

 

If not, I will be contacting the president asap. This is terrible product design. What is the one thing that all consumers would want out of this product? To not LOSE data. Without question.  A top priority should be placed on preventing that. For example, when adding a new bank account sending an urgent message about disconnecting other accounts. Or perhaps preventing data loss when a bank like BofA is cancelled. It should be an obvious setting to "not allow banks from removing transactions."   

 

This is super stressful and I'd like QBSE to help me in resolving it by restoring my data. 

AlverMarkT
AlverMarkTModerator
Moderator
June 1, 2024

I can see the urgency of getting the transactions back to QuickBooks Self-Employed (QBSE), @carol138. Let me help get this resolved.

 

As my colleague mentioned, the transactions from a disconnected bank account are permanently deleted. Although I can't directly help restore the deleted transactions, I can suggest a workaround to re-upload transactions from your closed bank account to your active bank account linked to QBSE.

 

First, I'd recommend contacting the financial institution of your closed account with Bank of America and requesting a CSV file of your previous bank transactions. They still have a record of your financial records even if the account is closed.

 

After this, re-upload your transactions to a linked bank account in QBSE. You can follow these steps to import the transactions again:

 

  1. Go to the Gear icon and select Imports.
  2. Select Import transactions.
  3. Follow the onscreen steps to upload the CSV file.
  4. Select Import.

 

I'm adding this article about categorizing your transactions in QBSE: Categorize transactions in QuickBooks Self-Employed.

 

Keep us posted if you need further assistance re-uploading transactions to QBSE. We'll do our best to assist.

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