How to disconnect bank without deleting previous transactions

Hello, Mark.

I have a way to help you remove your PayPal transactions without affecting your previous transactions. 

You'll want to hide your PayPal account in QuickBooks Self-Employed. This prevents you from downloading new transactions, but keep your existing data in your account. Here's how: 

1. Go to the gear icon, then select Bank accounts.
2. Under the SHOW ACCOUNT column, toggle your PayPal account to Off. 
3. Click the X or Close button. 

Your PayPal transactions won't show up on the Transactions page. Before doing this however, I'd recommend downloading your tax details first (covering just your PayPal transactions prior to moving to Lloyds). Hidden accounts won't be added to your tax calculations. 

To download your tax details: 

1. Go to the Taxes page. 
2. Set the Tax year (covering the PayPal transactions).
3. Click the Download tax summary button. 

As mentioned before, the PayPal transactions will just be hidden from the Transactions view.

If you want to review them in the future, simply follow the same steps to toggle it back to an active account. They'll keep their original categories and all of the details. 

If you need help categorising your Lloyds transactions, feel free to use this article for a guide: Categorise transactions in QuickBooks Self-Employed.

Feel free to comment here if you have more questions about managing your transactions in Self-Employed. If you have other concerns, I'm ready to hear them out. I'll see you around real soon.