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Tweezer84
Level 1

How do I disconnect a credit card without losing all the history?

Hello!

I'm trying to remove my personal credit card (as I now have a business one), but when I do all of the historical expenses are lost. Is there a way to remove my personal credit card while Maintaining the history?

 

Thanks!

1 Comment 1
CaitlinOG
QuickBooks Team

How do I disconnect a credit card without losing all the history?

Hi Tweezer84, 

 

Welcome to the Community! QuickBooks Self-Employed's bank feed feature helps save you valuable time by reducing manual entry. I can explain how to handle this situation. 

 

Since deleting the credit card from QuickBooks Self-Employed will remove all of the historical transactions, you'll Hide the bank account instead. This way, no more transactions from that bank account will come through the feed, and all of your previous transactions will remain intact. Here's how to do this:

 

  • Open QuickBooks Self-Employed in a web browser.
  • Select the Gear icon and then Bank Accounts.
  • Find the account related to your personal credit card that you want to hide.
  • In the Show Account section, change the toggle to OFF.

 

Then the bank feed will no longer download transactions from your personal credit card, and you can add your new business credit card to the bank feed instead. You can learn more about hiding accounts and connecting your new credit card in the following Community articles:

 

 

If you have any other questions don't hesitate to reach out! 

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