Skip to main content
May 26, 2021
Question

I have connected my bank, but it is showing all accounts. How do I set it to only show my business checking account transactions?

  • May 26, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Jen_D
May 27, 2021

Glad to see you here, @roodavis-mac-com,

 

At the moment, the option to hide active bank accounts in QBSE is currently unavailable. Once you're connected for Online Banking, all the active banks are listed under Bank accounts.

 

There is an option to hide bank accounts in the program, but it's main function is to stop QuickBooks from downloading new transactions. See it here: Delete bank and transaction data in QuickBooks Self-Employed

 

Before our developers release product updates, they are going through a wide range of feedback. They try to navigate a path forward with accessibility leading and wanted to be very thorough with the enhancements to make our program efficient to use.

 

To add your suggestion, follow the steps below in your QBSE account:

  1. Tap the Assistant icon on top of the account.
  2. Type Feedback then press Enter.
  3. Click on the Add a feature option.
  4. Type your feedback then press Enter again on your keyboard.
  5. Press Yes when asked "Ready to send".

 

I'm also adding here our resource page for Banking in QBSE: Banking in QuickBooks Self-Employed

 

If you have other concern with QBSE banking, please post here again. I'm always here to help you further. Have a good one!