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K
Kaprow
April 3, 2021
Question

How do I disable syncing of a closed account but keep prior transactions in QBSE?

  • April 3, 2021
  • 1 reply
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1 reply

BettyJaneB
BettyJaneB
April 3, 2021

This can be done in just a few clicks, @Kaprow.

 

I got the steps that you need in disabling your closed bank account in QuickBooks Self-Employed.

 

You'll just need to toggle off your bank account in the system. This stops QuickBooks from downloading new transactions, and you keep all the existing data.

 

To do that:

  1. Open QuickBooks Self-Employed in a web browser.
  2. Select the profile ⚙ icon and then Bank Accounts. 
  3. Find the account you want to hide.
  4. In the Show Account section, select the toggle to OFF. 

To learn more about this process, here's a link that you can check out: Want to delete your online bank or credit card data?

 

In case, you want to import new transactions, you can always use the WebConnect process. This way, you can upload the entries in QBSE manually. 

 

I'll be right here to help if you need anything else. Have a great day, @Kaprow.

K
KaprowAuthor
April 3, 2021

@BettyJaneB Thanks, but your suggestion does not work. QBSE does not permit me to toggle the "show account" switch. It is stuck in the "on" position and nothing happens when I click on it. I strongly suspect this is a bug in QBSE.

    M
    Maybelle_S
    April 3, 2021

    Thanks for getting back to us, @Kaprow.

     

    Usually, this error occurs when there's too much cache in the browser. To fix this, let's perform some troubleshooting steps. Let's start by accessing the QuickBooks account using a private browser. The following are the shortcut keys you can use:

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

    If this works, you can clear the cache and cookies of your browser. If not, you can use another supported browser. Possible that your current browser may have a temporary issue with QuickBooks.

     

    Also, I encourage checking our Help articles page to learn some tips and tricks in managing your QBSE account. From there, you can read great articles that can guide you through the steps by steps process.

     

    Please know that you can always get back to us if you have other questions. I'm more than happy to help. Take care.

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