I am changing my business banking & closing my checking account. On QB self employed, how do I ensure all the data remains even after the account is closed?

We appreciate you getting in touch with the Community, Liz.

When you add a new bank account in QuickBooks Self-Employed (QBSE), we can deactivate the previous bank account. This process ensures you keep your existing transactions and retain all your data. I’d be glad to walk you through the process.

To make the old bank account inactive, please follow the steps below:

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 reactivate the account, follow the same steps and toggle it to the ON position.

Additionally, to add transactions while keeping the old bank account hidden, you can manually add transactions into QBSE or import them with a CSV file.

You may also visit these articles for more information and guidance on creating bank rules in QBSE: Create rules to speed up reviews in QuickBooks Self-Employed.

If you have further questions about managing account-related concerns in QBSE, please feel free to reach out. I'm here to help. Have a productive day!