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April 30, 2024
Question

Delete account. I’ve asked the in app chat bot, I went to my browser and signed into my account, and I’m not seeing the menu to delete it?

  • April 30, 2024
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1 reply

April 30, 2024

I've got you covered on how to delete an account in QuickBooks Self-Employed (QBSE).

 

If you are referring to deleting your online bank or credit card data in QBSE, we can remove them from the program. This disconnects your accounts and deletes all linked entries permanently (this action cannot be undone).

 

The information found in your taxes and forms is derived from the business and income transactions in your account. We can hide the closed account to prevent the program from downloading new entries while keeping all your existing data if you're unable to finalize your federal tax return. Let me guide you on how:

 

  1. Open QBSE in a web browser.
  2. Go to the Gear icon ⚙ icon.
  3. Choose Manage accounts and Bank Accounts.
  4. Look for the closed account.
  5. In the Show Account section, choose the toggle to OFF.

 

Explore this reference to learn more about the process: Delete bank and transaction data in QuickBooks Self-Employed. This comprehensive guide provides detailed instructions on how to remove connected accounts and transactions using either a browser or a mobile device.

 

If the same thing happens where you can't see the menu to delete or make it inactive, we can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:

 

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

 

 

If it works, return to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.

 

To help stay organized and on top of your financial obligations, browse through each link below for the full details:

 

 

If you need further assistance managing your accounts or transactions and have other product-related concerns, just leave a comment below. I'll get back to make sure everything is taken care of for you. Enjoy the rest of the day.