Hello, David.
This is definitely not what we want you to experience when reaching out for help from us. I'll do what I can and ensure you'll be able to get your bank transaction data back in the program.
As what KlentB mentioned, disconnecting a connected bank from the Self-Employed will remove all data associated with it.
If you have data that was removed due to the disconnection process, you'll want to manually import those transactions and re-categorise them in QuickBooks Self-Employed.
To reiterate the response further, consider hiding your bank account if you want to keep the data but don't want to download new transactions anymore:
- Open QuickBooks Self-Employed in a web browser.
- Click the profile or gear icon, then select Bank Accounts.
- Find the account you want to hide.
- In the Show Account section, toggle the radio button to OFF.
Also just to clarify, did your transactions disappear or did you discuss a data reinstatement with our support? I would recommend giving them another shot again so they can take another look at the issue and restore your data.
If you need help reach out to our support, please follow these steps:
- In your Self-Employed account, click the Assistant button.
- On the chat box, type something like "Talk to support."
- When asked, enter "follow-up on missing data" or "reinstate data."
- Click I still need a human.
- Proceed with Message an agent.
Our support is available from Mondays to Fridays at 8.00 AM to 8.00 PM; Saturday to Sunday at 8.00 AM to 6.00 PM.
If you need a guide on your Self-Assessment taxes, this article will help you with the process: The QuickBooks Self Assessment for Income Tax checklist.
I'm all ears if you have any other concerns in managing your transactions in the Self-Employed program. Do you have other questions? Let me hear it and I'll ensure to provide the needed information.
