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September 4, 2022
Question

How can I disconnect a closed bank account from auto downloads without deleting the account and losing all of my data?

  • September 4, 2022
  • 1 reply
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Original commenter did not share additional details

1 reply

DivinaMercy_N
September 4, 2022

Hi there, @terrypierce71. I'm happy to guide you in disconnecting your closed bank account in QuickBooks Self-Employed (QBSE). 

 

In QBSE, disconnecting the bank accounts connected to online banking will remove all the categorized transactions. You can hide this instead. Here's how:

 

  1. In your QBSE company file, go to the Gear icon and select Connect bank.
  2. From there, look for that closed bank account.
  3. Then, under the Show Account column turn off the button to hide the account. 

 

For reference about the process, please check this article: Delete bank and transaction data in QuickBooks Self-Employed.

 

I've also added this helpful resource that you can use as a guide to ensure your transactions are categorized in line with your Schedule C: Categorize transactions in QuickBooks Self-Employed.

 

If you have any other concerns about disconnecting accounts in QBSE, feel free to leave a reply below. I also encourage you to add updates on how the steps work. Have a good one and take care. 

September 7, 2022

Thank you for the reply.  However, it seems your instructions are for a different version of Quickbooks than what I'm using, which is Quickbooks Self-Employed (online).  Do you know if it's possible to disconnect and account in this version?

 

DivinaMercy_N
September 7, 2022

I seemed to missed checking your product tag, @terrypierce71. Thanks for pointing that out.

 

I've already updated my response above. Please see the details on disconnecting your closed bank account in QuickBooks Self-Employed (QBSE).

 

Let me know how this goes and feel free to get back here if you have any other concerns banking concerns. I'm always here ready to lend a hand.