Other questions
Disconnecting a bank account in QuickBooks Self-Employed will automatically remove all transactions associated with that account, slushnjump. I'll outline the reasons and steps to get back your transactions.
To begin with, one of the possible reasons why you lost all your transactions and lost connection to QuickBooks is that your bank provider is having ongoing maintenance. I highly suggest contacting your bank for any updates on their end.
Meanwhile, if you are unable to reconnect your bank account to QuickBooks, you have the option to manually upload your transactions using a CSV file for the transactions lost during the tax year. Additionally, it's important to note that if you can reconnect back your bank, your older transactions will not automatically download.
Here's how:
- Log in to your QuickBooks Self-Employed account.
- Go to the Test icon ⚙ and select Imports transactions.
- Choose a type of account and click Import older transactions.
- Select a file and click Browse.
For a comprehensive guide on how to reconnecting your bank account once the issues are resolved, please refer to the following article: Connect bank and credit card accounts to QBSE.
Finally, I've added this resource to aid you in organizing your transactions in QBSE: Categorise transactions in QuickBooks Self-Employed.
Our Community page is always accessible for answering your questions and offering support. Feel free to post or respond in this thread for immediate assistance with your bank transactions. My team and I are readily available to help.
