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E
eeyerer-gmail-co
February 24, 2024
Question

My account was closed + the login doesn't work. When I try to disconnect it from Quick-SE, I don't have an on/off toggle, just a trash can. I want to keep the data! Help!

  • February 24, 2024
  • 1 reply
  • 0 views
The accounts that are correctly connected online all have the toggle on/off function. It's just the accounts with issues connecting that are having trouble.

1 reply

J
JanbonN
February 24, 2024

Welcome to the Community, eeyere. I understand the importance of keeping a copy of your bank transactions. Allow me to share details and instructions you can follow.

 

The Trash can icon permanently deletes all of its bank transactions and data. While toggling the button off hides and stops QuickBooks from downloading new transactions and allows you to keep all the existing data.

 

Since the toggle button isn't showing at your end. Let's do some troubleshooting steps to fix this unusual behavior of the program. To begin, start by opening an incognito or private browser window. You can use the following keyboard shortcuts for the most popular browsers: 

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once you have opened the browser window, log in to your QuickBooks account and see if the toggle button will be available. If it is, proceed to clear your browser's cache. This process will remove and fix specific issues and help the program run optimally. Additionally, you can use other devices and supported browsers to ensure everything works as expected.

 

If it still doesn't show, you can contact your bank and ask if everything is okay on their end. Also, can you please share more about your account being closed or the login doesn't work? 

 

Additionally, you can refer to this article for guides on categorizing your transactions: Categorize transactions in QuickBooks Self-Employed.

 

You can always return to this thread if you need further assistance with your bank transactions. We'll be here to help you in any way we can.

E
eeyerer-gmail-coAuthor
February 25, 2024

Unfortunately, as soon as I closed my account, my login no longer worked. I lost access immediately. My bank is a credit union and doesn't have the most up to date tech. When I logged into my account on a private browser, it doesn't give me an option to toggle off the account. My other account that needs to be verified to correct the login also does not give me the option to toggle it on or off. It is only the accounts that are correctly connected that have both the trash can option to delete all the data or sit in purgatory as an unconnected account. 

C
CharleneMaeF
February 25, 2024

I know this hasn't been easy for you, eeyerer. I appreciate you for performing the troubleshooting steps to resolve this.

 

Usually, you can turn off your account from your QuickBooks Self-Employed to stop the program from downloading new transactions and keep the existing data. 

 

Since the Off option is missing, I'd recommend contacting our QuickBooks Support Team. They have to determine its cause and ensure they can hide the bank account.

 

Here's how: 

 

  1. Go to the Assistant icon at the top.
  2. Click I need help link.
  3. Choose Not helpful, then tap Talk to a human.
  4. Hit Still needs to talk a human link. 
  5. Choose either Message an agent or Get a callback. 

     

Additionally, you may export your data to Excel  to keep a copy of it. Follow these steps:

 

  1. Go to Transactions.
  2. Change the type to All and select the account.
  3. Set the date to All.
  4. Click the Download icon and save the file on your computer.

 

Let me know in the comment section how these steps work out and if you need further assistance managing your entries. I'll be on hand to help. 

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