I know that this hasn't been easy for you, Monarchvintage58.
I'll make sure that you can retrieve those transactions.
Please take note that when you remove a connected bank account in QBSE, all its related transactions will also be deleted. Also, this action or change is permanent. You may need to manually import your transactions to ensure that your books are accurate and up-to-date.
You can start by signing in to your bank’s website. Then, follow their instructions to download your transactions as a CSV file. When you're ready, here's how to import your transactions:
- Open QuickBooks Self-Employed in a web browser.
- Go to the Gear icon, then choose Imports.
- Select Import older transactions for the account you want to add transactions to.
- Click Browse and find the file you downloaded from your bank.
- Select the file and hit Open to start the import.
- Review the column headers and data, then click Continue to complete the process.
Moving forward, I'd recommend hiding your connect bank account instead of disconnecting it. This stops the program from downloading new transactions, and you keep all your existing data.
Additionally, here are some articles that you can browse to help manage your downloaded online banking transactions:
I'm still here if you have any other concerns or additional transactions. Just leave a comment below and I'll get back to you.
