Thanks for returning to this thread. Have you categorized the lost data before you disconnected the accounts, rgfapac? If yes, they should stay in the bank feed.
To isolate the issue, I recommend you log out and log back in to your QuickBooks account. Then, click the Reload icon or press F5 on your keyboard to refresh.
Afterward, you can log in to your QBO account in a private browser to isolate this behavior. An overloaded browser can cause problems not being able to see the updated information in the program. Here are the shortcut keys:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Option + P
Another thing that you can do is switch to other supported web browsers.
On the other hand, disconnecting your account from the bank feed without categorising your existing bank transactions may cause you to lose the crucial data you need in QuickBooks. Still, we can bring them again using the CSV file from your bank website.
Then, you can proceed to import the transactions into QuickBooks by following the instructions below.
- Go to the Bookkeeping or Transactions menu.
- Click on the Banking tab and select Upload transactions.
- Choose Drag and drop or select files and select the file you downloaded from your bank. Then click on Continue.
For more detailed information and instructions on how to import bank data, you can refer to this article: Manually upload transactions into QuickBooks Online.
To ensure the accuracy of your bank data, it is important to review and reconcile your accounts in QuickBooks. You can refer to this article as your guide: Categorise and match online bank transactions.
If you have any further concerns regarding connecting accounts and managing transactions, please don't hesitate to reach out to me for assistance. Stay safe and take care.
