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jwmarten
October 12, 2024
Question

I closed a linked credit card, so it's no longer able to connect and shows an error. Can I keep the transactions from the closed account? Is delete my only option?

  • October 12, 2024
  • 1 reply
  • 18 views
I want to keep the transactions that were synched, but if I try to delete the account from my linked accounts it says all the transactions will be lost.

1 reply

A
ArielIQuickBooks Team
QuickBooks Team
October 12, 2024

Hello, @jwmarten.

 

Yes, that's correct, deleting a bank account will permanently erase all associated transactions. Instead, I recommend hiding the account. This way, QuickBooks won’t download new transactions, but you’ll retain all your existing data. Here’s how to do it:

 

  1. Open QuickBooks Self-Employed in your web browser.
  2. Select the profile ⚙ icon and then click on Bank Accounts.
  3. Find the account you want to hide.
  4. In the Show Account section, select the toggle OFF.

 

Moreover, if you decide to make the account active again, simply repeat these steps and toggle it to ON. 

 

 Additionally, if you'd like to add transactions but keep the account hidden, here’s an article on that: Manually import transactions into QuickBooks Self-Employed.

 

If you have any more questions about managing bank accounts in QBSE, don’t hesitate to reach out. We’re here to help!

J
jwmartenAuthor
October 21, 2024

Hi, 

I'm having trouble with this advice. Toggling the "show accounts" switch to off seems to do the opposite of what I'm trying to do - it hides the transaction and I need them to be active. I have already attached receipts and categorized all these transactions so this is frustrating. I also could not follow the guidance to manually upload the transactions via CSV. I tried multiple times to upload under cash but I repeatedly got an error message. And Cash seems to be my only option because the accounts only show if active and if active I'm only prompted to add transactions for the period prior to the automatic sync. Please assist??

Nicole_N
Nicole_NQuickBooks Team
QuickBooks Team
October 21, 2024

I appreciate your ongoing communication, @jwmarten.

 

I understand that you need to keep your transactions active and visible in QuickBooks Self-Employed (QBSE), let me clarify the next steps you can take.

 

When you delete a bank or credit card account connected to QBSE, it permanently deletes all related transactions. Instead of deleting the account, you can leave it active to ensure your transactions remain visible.

 

Regarding the CSV upload error, can you please provide the specific error message?

 

Meanwhile, ensure that your CSV file is formatted correctly. Double-check if the file columns match one of the supported formats (3 or 4-column format). 

 

Moreover, I've added this helpful resource that you can use as a guide to ensure your transactions are in the right account: Categorize transactions in QuickBooks Self-Employed.

 

If you continue to experience issues with the upload or have any other concerns about managing your transactions, please let me know in the comments below, @jwmarten. I'd be happy to provide further assistance.

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