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terrypierce71
Level 1

How can I disconnect a closed bank account from auto downloads without deleting the account and losing all of my data?

 
5 Comments 5
DivinaMercy_N
Moderator

How can I disconnect a closed bank account from auto downloads without deleting the account and losing all of my data?

Hi there, @terrypierce71. I'm happy to guide you in disconnecting your closed bank account in QuickBooks Self-Employed (QBSE). 

 

In QBSE, disconnecting the bank accounts connected to online banking will remove all the categorized transactions. You can hide this instead. Here's how:

 

  1. In your QBSE company file, go to the Gear icon and select Connect bank.aqbse.PNG
  2. From there, look for that closed bank account.
  3. Then, under the Show Account column turn off the button to hide the account. 1aqbse1.PNG

 

For reference about the process, please check this article: Delete bank and transaction data in QuickBooks Self-Employed.

 

I've also added this helpful resource that you can use as a guide to ensure your transactions are categorized in line with your Schedule C: Categorize transactions in QuickBooks Self-Employed.

 

If you have any other concerns about disconnecting accounts in QBSE, feel free to leave a reply below. I also encourage you to add updates on how the steps work. Have a good one and take care. 

terrypierce71
Level 1

How can I disconnect a closed bank account from auto downloads without deleting the account and losing all of my data?

Thank you for the reply.  However, it seems your instructions are for a different version of Quickbooks than what I'm using, which is Quickbooks Self-Employed (online).  Do you know if it's possible to disconnect and account in this version?

 

DivinaMercy_N
Moderator

How can I disconnect a closed bank account from auto downloads without deleting the account and losing all of my data?

I seemed to missed checking your product tag, @terrypierce71. Thanks for pointing that out.

 

I've already updated my response above. Please see the details on disconnecting your closed bank account in QuickBooks Self-Employed (QBSE).

 

Let me know how this goes and feel free to get back here if you have any other concerns banking concerns. I'm always here ready to lend a hand. 

terrypierce71
Level 1

How can I disconnect a closed bank account from auto downloads without deleting the account and losing all of my data?

Thank you for these details, this worked for one of my accounts.  However, I still have an issue with a different account.  The situation with this account is that the bank actually closed so I can't log in since the website no longer exists.  QB is giving me an error stating the credentials didn't work and is prompting me to re-enter them so it's not showing me the standard account options with the ability to turn off the "Show Account" option.  See attached screen capture for details.  

 

Any ideas on this one?

 

Thank you!  ~Terry

Adrian_A
Moderator

How can I disconnect a closed bank account from auto downloads without deleting the account and losing all of my data?

Thank you for the screenshot, Terry.

 

Error 103 means that the credentials you entered are not being accepted by your financial institution's website. That said, I'd recommend reaching out to our Phone Support team. Ensure to prepare this information before contacting the support:

 

  • The name of your financial institution
  • Which bank name is being selected during account set-up.
  • The website you use to connect to your bank and the URL once you have successfully signed into your bank account
  • Which account type you are connecting to business, personal, cash management, etc.
  • Which error codes are you are seeing

 

Feel free to comment below if you have other questions in mind.

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