Is there a way to delete an account from QBSE while retaining all transactions in the account up to the point that it's deleted?

Basically, I'm switching banks and need to have one account that has all of my self employed transactions in it. I need to keep all of the transactions from my old account in QBSE for taxes but won't need new information from that account going forward. I'm hoping I can add the new account and not have to categorize new transactions from the old account since they will all be unrelated to business. 

Answer

Hello there, jdonalson3, 

Once an account is deleted, you can no longer retrieve all your transactions in QuickBooks Self-Employed (QBSE). You can retain your transactions by temporarily hiding this particular bank account before deleting. Let me guide you how.

To hide a bank account, kindly perform the following:

  1. Go to the Gear icon.
  2. Choose Bank Accounts.
  3. Find the account you want to hide.
  4. Toggle OFF under the Show Account column.

I've attached screenshots below for your reference. You can also check out this article for the detailed steps and on how to delete an account: Hide or Delete a Bank Account.

Moreover, I'd also recommend exporting all your transactions to an Excel file so you'll have a copy for future use.

Please feel free to leave a comment below if you have other banking concerns, I’d be happy to answer it for you.

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IntuitRea , Community Support Specialist
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