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?

Answer

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.

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IntuitMaryL , Community Support Specialist
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