My account was closed + the login doesn't work. When I try to disconnect it from Quick-SE, I don't have an on/off toggle, just a trash can. I want to keep the data! Help!

Welcome to the Community, eeyere. I understand the importance of keeping a copy of your bank transactions. Allow me to share details and instructions you can follow.

The Trash can icon permanently deletes all of its bank transactions and data. While toggling the button off hides and stops QuickBooks from downloading new transactions and allows you to keep all the existing data.

Since the toggle button isn't showing at your end. Let's do some troubleshooting steps to fix this unusual behavior of the program. To begin, start by opening an incognito or private browser window. You can use the following keyboard shortcuts for the most popular browsers: 

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Once you have opened the browser window, log in to your QuickBooks account and see if the toggle button will be available. If it is, proceed to clear your browser's cache. This process will remove and fix specific issues and help the program run optimally. Additionally, you can use other devices and supported browsers to ensure everything works as expected.

If it still doesn't show, you can contact your bank and ask if everything is okay on their end. Also, can you please share more about your account being closed or the login doesn't work? 

Additionally, you can refer to this article for guides on categorizing your transactions: Categorize transactions in QuickBooks Self-Employed.

You can always return to this thread if you need further assistance with your bank transactions. We'll be here to help you in any way we can.

Unfortunately, as soon as I closed my account, my login no longer worked. I lost access immediately. My bank is a credit union and doesn't have the most up to date tech. When I logged into my account on a private browser, it doesn't give me an option to toggle off the account. My other account that needs to be verified to correct the login also does not give me the option to toggle it on or off. It is only the accounts that are correctly connected that have both the trash can option to delete all the data or sit in purgatory as an unconnected account. 

I know this hasn't been easy for you, eeyerer. I appreciate you for performing the troubleshooting steps to resolve this.

Usually, you can turn off your account from your QuickBooks Self-Employed to stop the program from downloading new transactions and keep the existing data. 

Since the Off option is missing, I'd recommend contacting our QuickBooks Support Team. They have to determine its cause and ensure they can hide the bank account.

Here's how: 

1. Go to the Assistant icon at the top.
2. Click I need help link.
3. Choose Not helpful, then tap Talk to a human.
4. Hit Still needs to talk a human link. 
5. Choose either Message an agent or Get a callback. 
   

    

Additionally, you may export your data to Excel  to keep a copy of it. Follow these steps:

1. Go to Transactions.
2. Change the type to All and select the account.
3. Set the date to All.
4. Click the Download icon and save the file on your computer.
   

Let me know in the comment section how these steps work out and if you need further assistance managing your entries. I'll be on hand to help. 

I am trying to log into my QuickBooks self employed for my taxes from 2022 and it says it cannot find my account on the self employed, yet it still shows it on the regular QuickBooks app. I need this information for my tax deductions from self employment and I was extremely ill in 2023 and lived in the hospital so I have to make up my taxes ASAP now

I hope you are well now, Sorayathody00.

I understand that you need to track your tax deductions for your taxes. But before we dive in, can I ask if you're trying to log in on a computer or a mobile browser? That will help me give you the best troubleshooting tips.

If you're logging in through a browser and can't find your account, here are a few steps you can try to resolve the issue:

1. Verify Account Details: Ensure you're using the correct username and password for your QBSE account. Make sure the app and browser credentials match.
2. Different versions: Ensure that you are trying to log into the correct version of QuickBooks. QuickBooks Self-Employed and the regular QuickBooks have different systems, so make sure you are on the correct website or app tailored for self-employed individuals. Click this direct login link.
3. Clear Cache and Cookies: Clearing your browser's cache and cookies can resolve login issues by removing accumulated data.

Once logged in, click this article link for you to see how your income tax is calculated: Automatically estimate your income tax in QuickBooks Self-Employed.

This link guides you on how to file taxes on your self-employed income: File self-employed taxes.

Hit the Reply button if you need further assistance regarding your tax deductions. We are always here to help.