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styleiconiquemai
Level 1

"We are having trouble with your bank connection." Account is closed, but I need to keep past data in QBSE. Shows a balance, but it's actually $0. Best way to handle it?

The notification I see in QBSE reads, "We are having trouble with your bank connection."

1 Comment 1
RazzieE
QuickBooks Team

"We are having trouble with your bank connection." Account is closed, but I need to keep past data in QBSE. Shows a balance, but it's actually $0. Best way to handle it?

Hi there, @styleiconiquemai. I appreciate you sharing the details about keeping your past data.

 

When a bank account is closed, and you still need to keep your past data in QuickBooks Self-Employed (QBSE), the best way to handle it is to turn off the account. This prevents QBSE from attempting to reconnect, which removes the "We are having trouble with your bank connection" message and keeps your past data.

 

Here's how to turn off the account:

 

  1. Go to the Gear icon
  2. Select Manage accounts.
  3. Choose the account you want to keep the past data for.

 

Since the account is closed, no new transactions will come in, and QBSE will stop trying to fetch update from that bank.

 

If you have any other questions about your transaction history, just hit the Reply button.

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