Can I delete now-closed accounts with our previous credit union (closed in 2022) from my "Accounts" in TT, as there is no longer online access to that information anyway?

Oh, sorry, I confused my Intuit platforms after filing my taxes. All of what I wrote in the original post is about using QuickBooks Self-Employed. So I'm asking about deleting closed accounts from QB Self-Employed. Thanks.

Hello there, thezim.

I recognize your concern about deleting the closed account and its impact on your record. I'm here to help and shed some light on removing an account in QuickBooks Self-Employed (QBSE).

When you remove your online bank or credit card data in QBSE, it will disconnect your accounts and erase all linked entries permanently. It's important to note that this action cannot be undone.

Also, the information found in your taxes and forms is derived from the business and income transactions in your QBSE account. If you're unable to finalize your federal tax return, we can hide the closed account to prevent the program from downloading new entries, while keeping all your existing data.

Here's how:

1. Open QBSE in a web browser.
2. Go to the Gear icon ⚙ icon to select Manage accounts and Bank Accounts.
3. Look for the closed account.
4. In the Show Account section, select the toggle to OFF.

Explore this reference to learn more about the process: Delete bank and transaction data in QuickBooks Self-Employed. This comprehensive guide provides detailed instructions on how to remove connected accounts and transactions using either a browser or a mobile device.

To help stay organized and on top of your financial obligations, browse through each link below for the full details:

• QuickBooks Self-Employed annual tax guide
• Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info
• Get quarterly and annual tax info from QuickBooks Self-Employed
• Pay federal estimated quarterly taxes in QuickBooks Self-Employed

If you need further assistance managing your accounts or transactions and have other product-related concerns, let me know in the comment section below. I'll get back to make sure everything is taken care of for you. Enjoy the rest of the day, thezim.

Unfortunately, there is no option to turn this account off under the trashcan icon like there is for each of our other linked accounts. I guess I just don't see what difference it would make if I were to delete an account that no longer exists and therefore can no longer be accessed by me, QBSE or anyone else.

You're always welcome to get back in this thread, @thezim. We appreciate the screenshot you shared. We wouldn't want you to go through this kind of event. 

We appreciate you for following the steps provided by my colleague. However, we've received similar cases or reports about the issue. I recommend contacting our support so they can add you to the affected users. Please be assured that our software engineers are working diligently to provide a resolution, and we'll keep you updated via email.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Click the Help (?) icon.
3. On the Assistant tab, enter Talk to a human.
4. Enter a short description of your concern and press Enter.
5. Select Contact Us to connect with a live support agent.
6. Choose how you'll want to get in touch with the support.

• Start a chat with a support expert.
• Get a call back from the next available expert.

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

You can learn more about hiding or deleting bank accounts in QBSE through this link: Delete bank and transaction data in QuickBooks Self-Employed.

Keep your posts coming if you have additional questions about bank transactions and any QuickBooks-related queries. I'll be right here to assist you further. Have a great day!