I had my credit card connected to my account as I used it for business purposes a few years back. I removed it however it still pulls through transactions. How can I stop

We appreciate your proactive approach to managing your transactions. Let's ensure your credit card is completely disconnected from QuickBooks Self-Employed (QBSE), Cathryn.

When you disconnect a credit card from QuickBooks, previously imported transactions may still appear in the Transactions section until they are manually deleted or categorized. Additionally, it is possible that the credit card connection wasn’t completely removed from your QBSE account, causing transactions to continue syncing.

Start by confirming whether the credit card is still connected to QBSE:

1. Click the Gear icon in your account.
2. Select Manage Accounts.
3. Look for the credit card in the list.
   • If your credit card still appears, click the dropdown arrow next to it and select Disconnect.
   • If it’s not listed, the connection has already been removed, and you can move on to the next step.

Even after disconnecting the credit card, previously pulled transactions might still appear in QBSE. Let's manually categorize or remove them:

1. Go to the Transactions tab.
2. Locate the transactions associated with the credit card.
3. If they’re business-related, categorize them appropriately to keep your records accurate. If they’re unnecessary or personal, you can either exclude or delete them:
   • To exclude: Check the boxes next to the transactions, then click Exclude at the top.
   • To delete: Select a transaction, click Delete, and confirm the action.

If the issue persists, we recommend clearing your browser’s cache to eliminate stored data that may be causing display or performance issues. Additionally, ensure you're using a supported browser to avoid compatibility issues with QuickBooks.

Please add a comment below if you have any further questions or require additional assistance. We are here to help.