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I have some information about archiving bank accounts in QuickBooks Self-Employed (QBSE). Currently, the option to archive an old bank account is unavailable, and the option to sync a bank account applies to all accounts.
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Meanwhile, I'm adding our help content in case you need help managing QBSE-related tasks. It has our general topics with articles.
I'll be around if you still have questions or concerns with bank accounts, so don't hesitate to reply. Take care and have a great day ahead.
The information will always be there the way QBs is set up now. If you're using QB Online, do not let the VERY POORLY labeled "Delete" throw you. For your old Bank Accounts if you go in and Edit them and then click on Delete, you are really making it INACTIVE. No clue why Inuit has not fixed this really stupid label.
Then if you go to your Chart of Accounts and then in Settings (Gear icon) if you select Show Inactive, you'll see the Account again in the list. There is also an option to make it Active again.
If you're using Desktop, Right Click on the Account in the Chart of Accounts and select Make Inactive from the menu. And to make it Active again, there is a box to check at the bottom of the Chart of Accounts to Show Inactive Accts. Check the box and you'll see all the Inactive Accts. Right Click again and pick Make Acct Active.
Two other notes... With the Acct still Inactive but visible in the list, you can still just click on the Acct to go into see the transactions or run a Quick Report, etc. You don't need to make it Active just to go look at old transactions.
Also, if you have an Acct that actually has nothing in it, say you created an Expense Acct you thought you would need and you don't, QBs will actually Delete that Acct if you tell it to. Empty Accts are Deleted, Accts with transactions in them are make Inactive and just hidden in the standard list.
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This is Quickbooks Self Employed Edition, which is a little different from Quickbooks Online.. I would advise against clicking on 'Delete' in Quickbooks Self Employed as that would likely delete the entire account and historical data. I've contacted Quickbooks support about this in the past.., and that's very worrisome as there's no backup feature either in Self Employed. The software works great for sole proprietors such as myself, but those few limitations are quite annoying...
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