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CallumBaker
Level 1

Hiding an account whilst keeping historic business transactions visible?

Hi all,

 

Am going to be switching accounts mid-way through the tax year (from a split personal & business account to a 100% Business account) and am wondering if there's a way to hide an account so that future transactions on the existing split account don't show, whilst keeping previously reviewed transactions visible? 

 

Any help would be greatly appreciated!

Cheers,

Callum

Solved
Best answer November 20, 2019

Accepted Solutions
John C
QuickBooks Team

Hiding an account whilst keeping historic business transactions visible?

Hi Callum

 

With the self employed product you can go to the cog icon > bank accounts and de-activate/toggle off the mixed account, this will not delete the transactions, and the transactions will not be visible in the transactions section. You could also use the filter option to choose which account you would like to view on the page.

View solution in original post

7 REPLIES 7
John C
QuickBooks Team

Hiding an account whilst keeping historic business transactions visible?

Hi Callum

 

Are you using a desktop or online product? If you are using the online product are you using a self employed or small business account?

CallumBaker
Level 1

Hiding an account whilst keeping historic business transactions visible?

Hi John,

 

Thanks for getting back to me - I'm using Online, Self Employed. Does that help?

John C
QuickBooks Team

Hiding an account whilst keeping historic business transactions visible?

Hi Callum

 

With the self employed product you can go to the cog icon > bank accounts and de-activate/toggle off the mixed account, this will not delete the transactions, and the transactions will not be visible in the transactions section. You could also use the filter option to choose which account you would like to view on the page.

Home_Style
Level 1

Hiding an account whilst keeping historic business transactions visible?

I have a similar question: I hide a bank account but I need to go back to the account to find a transaction. How can I do this? I am using the QB Online version for my small business.

IntuitLily
Moderator

Hiding an account whilst keeping historic business transactions visible?

Glad to see you in the Community thread, @Home_Style.

 

Once you've made an account inactive in QuickBooks Online, you can still view the transactions associated by making it active again. 

 

Here's how to make the account inactive:

 

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Select the Gear icon ⚙ at the top of the list.
  3. Check the box for the Include inactive.

Once the account is active, you can now view the account's register and locate the transaction you need.

 

You can refer to this article in case you need more details: Delete an account on your chart of accounts in QuickBooks Online.

 

Please reach out here again if you have other questions. I'm always ready to help. Have a nice day!

steph30
Level 1

Hiding an account whilst keeping historic business transactions visible?

Hello please could you help me i am now registered as a sole trader but i am not trading yet i have purchased stock from my own money so need to upload the invoices however i will trade when my new account opens in a few days can i manually upload my personal bank statment blank my personal costs out and just show my employed wage and the invoice paid from my personal account? I want to keep them seperate hence me not trading till my new account is open 

EmmaM
QuickBooks Team

Hiding an account whilst keeping historic business transactions visible?

Hello Steph, If you are using QuickBooks Self Employed you can mark as personal any spending, not business-related, and also record expenses that are business-related if it is a personal account everything you mark as personal will not show in the tax summary. Any further questions on this please just ask them here

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