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June 23, 2025
Question

I unlinked my bank account as my new credit card transactions, however self-employed transactions from old credit card have disappeared from Jul24-May25. Help??

  • June 23, 2025
  • 1 reply
  • 6 views
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1 reply

Moderator
June 23, 2025

When you remove a bank or credit card (CC) account from QuickBooks Self-Employed (QBSE), all associated transactions get deleted from the platform, Stephen.

To handle your situation, I recommend reconnecting your old bank account to online banking:

 

  1. Open your QBSE account.
  2. Navigate to the Transactions menu and click the dropdown arrow next to the Add transaction option.
  3. Select Add bank account.
  4. Enter the bank's name or its URL in the designated field.
  5. Follow the on-screen procedure to connect the account.

 

Please note that there is a limit to the range of data that's automatically downloaded once you connect a bank or CC account. For this reason, I suggest comparing your entries in QuickBooks with your bank or CC statement. After that, import any missing transactions manually.

 

After that, you can consider hiding the old bank instead. It stops the platform from downloading new transactions while retaining your existing data in a suppressed state.

 

Here's how:

 

  1. Go to the Gear icon and select Manage accounts.
  2. Locate the account you wish to hide.
  3. Under Show Account, tick the old account's designated Switch to toggle it Off.

 

You might also find this article handy in the future: Categorise transactions in QuickBooks Self-Employed. It can help you organise your bank or CC entries accordingly.

 

If you have additional questions, let us know by replying to this thread.