I had my personal bank acct. connected to QB Self-Employed and just opened business account.

How do I stop having the transactions show up in QB from my personal account? I tried to turn it off in "bank accounts" but when I do that, it hides previous transactions--some that I need to show up in QB bc it was business related. Help?


Thank you for posting here in the Community, jogamez90.

Let me share some information on how to account your personal transactions in QuickBooks Self-Employed.

There's no feature yet in QBSE that can stop your bank from updating the transactions. However, we can migrate the transactions from your personal account to your business account, and then close the personal bank account.

To do this, you'll have to reach to our Product Support team. They have the tools needed in moving your transactions from one account to another in a safe and secure environment. You can check this link on how to reach them: Contact QuickBooks Self-Employed Support

    That should get you in the right direction. Let me know how it goes by leaving a comment below. Don't hesitate to let me know if you have other concerns about the account. I'm always here to help. Have a great rest of the day. 

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