Banking
This is not the impression we want you to have, @JCausley. Here's everything you need to know about the deleted bank connection in QuickBooks Self-Employed.
When the bank connection is deleted, all of the transaction histories will be deleted permanently. For more info, visit our Reconnect your bank page. As a workaround, you'll need to manually upload your old bank transactions to QuickBooks. Follow along below to get this done right away:
- Once your CSV file is ready, in your QuickBooks Self-Employed account select Settings.
- Choose Imports.
- Click Import older transactions for the account you want to add transactions to.
- Tap Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
- Tick the file and select Open to start the import.
- 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.
- Hit Continue to complete the import.
For the detailed steps, please head to the Manually import transactions page at this link.
Once done, you'll now have to review and categorise your transactions to ensure they are classified under the correct accounts.
Don't hesitate to post a reply below if you have further concerns about connecting your bank in QuickBooks. I'm always around to help. Have a good one.
