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You can't delete individual credit card accounts directly in QuickBooks Self Employed (QBSE), Lawayne. Instead, you can disconnect them if you're not using them anymore. I'd be happy to explain how to do this step-by-step for an accurate and streamlined banking experience.
The lack of a trash bin icon for individual credit card accounts in QBSE is by design, as account management is centralized. Therefore, you'll find only one trash bin icon, and it's located in the corresponding parent bank account.
Additionally, deleting the parent bank account will permanently erase all associated historical transactions and data, including those from credit card accounts and other accounts of the parent bank account. This action will impact your tax information, reports, charts, and other data throughout the system. It's important to consider these consequences carefully before proceeding with account deletion.
Also, there will be a prompt message when you try to delete the parent bank account. You can enter DELETE in the box to confirm.
Meanwhile, you have the option to disconnect the accounts linked to your parent bank account. By doing so, any uncategorized transactions associated with those accounts will be deleted:
- Go to the Settings icon.
- Select Manage Accounts.
- Toggle off the button for the account you want to disconnect.
- Click Refresh all.
For more information about deleting a bank and its transaction data, please refer to this article: Learn how to delete your bank data in QBSE.
I'll provide this resource to help you gain a clearer understanding of how QBSE calculates your taxes: Automatically estimate your income tax in QBSE.
It's important to understand how banking functionalities operate, and it's my responsibility to provide a comprehensive explanation. If there's anything I can assist you with, let me know so I can get back to you.
