How can I add a new checking account and hide future transactions from the old checking account without changing business income and tax info?

I have opened and added a new checking account for business-only transactions. If I hide my old now personal-only account, all my business income/profit/expense/tax numbers are reduced to reflect the new empty account. Is there any way to have Quickbooks SE only track future transactions from the new checking account and hide transactions from the old checking account without losing track of past business transaction amounts?


Good day, apcook,

Thank you for visiting the Community.

You can track future transactions in your new checking account without affecting the old ones. To help you with the process, I recommend contacting QuickBooks Self-Employed Support Team. They have the tools to help you set this up without losing your previous business transactions.

Here's how to contact QuickBooks Self-Employed support:

  1. Login to QuickBooks Self-Employed account.
  2. Click Help at the top right of any page.
  3. Click Contact Us.
  4. Fill in Ask a question.
  5. Choose your preferred method to contact support (Chat or choosing Post a question, which will route you to our Community)
  6. Fill out the requested information and select Chat Now or Post a question.

Let me know if there's anything else I can be of help.

Was this answer helpful? Yes No
IntuitMaryL , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.