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?

Hi John,

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

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.

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!

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 

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