Will deleting a bank account remove all transactions?

Leedsfox · ‎October 03, 2018

Recently had lots of problems trying to link a new bank account as the bank messed up the login info and linked it to my personal accounts. QuickBooks won’t link and have gone through phone calls etc to fix but still unfixed and nobody has any advice.

I thought i could remove remove my existing linked accounts and re-add them and this should clear off my new account that is stuck there due to the bank customer id confusion.

But ive used this account for 18mths, am I going to lose all the transactions I have from this account if I delete it?

At the moment everything is skewed as the account where my income is going is the one unlinked so my business looks like it’s mid-disaster :frowning_face:

EdwardR · ‎October 03, 2018

Hello and welcome to Community Leedsfox,

I can certainly try and help you with your banking connections. If we start with disconnecting the account but please rest assured any transactions which have been added to your bank account will not be lost. The only transactions you will lose would be the transactions which are in the For Review section of the account. To disconnect the account when you are on the Banking tab you should be able to see your bank in a blue box if you select the Pencil Icon then you should see a check box which says Disconnect on save. This will then disconnect your account and any transactions already in QuickBooks will still be there.

Please let me know if this resolves your issue or if there is anything further I can help with.

Leedsfox · ‎October 05, 2018

Hi,

i just deleted my bank account (in self employed) and all my reviewed transactions for the last 18 months have vanished. I have readded the account but now I’m still missing most of the transactions?? And it still won’t connect my business account I am losing the plot with all this - I pay £21+ a month for this and it just isn’t working!!

Rasa-LilaM · ‎October 06, 2018

Hey there, Leedsfox.

Thanks for coming back to the Community. I want to ensure you’ll be able to find the missing transactions and connect your business account.

The safety of your account is one of our top priorities. Since the Community is a public place, I'm unable to request the sensitive information required to pull up your account.

I recommend you get in touch with our Email Support Team. They have the tools to determine what's causing the issue and help with retrieving the missing transactions.

To contact support:

In your browser, click on this link: https://uk.selfemployed.intuit.com/login.
Click on the Question mark icon in the lower right-hand corner.
In the Email your question page, fill in the field boxes.
Once done, click on the Ask Your button.

Upon reaching out to them, I'm confident you can start with downloading transactions using your business account.

Let me know if you have concerns about working in QBSE. I'll be glad to assist you further. Have a good one.

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Will deleting a bank account remove all transactions?