I closed a linked credit card, so it's no longer able to connect and shows an error. Can I keep the transactions from the closed account? Is delete my only option?

Hello, @jwmarten.

Yes, that's correct, deleting a bank account will permanently erase all associated transactions. Instead, I recommend hiding the account. This way, QuickBooks won’t download new transactions, but you’ll retain all your existing data. Here’s how to do it:

1. Open QuickBooks Self-Employed in your web browser.
2. Select the profile ⚙ icon and then click on Bank Accounts.
3. Find the account you want to hide.
4. In the Show Account section, select the toggle OFF.

Moreover, if you decide to make the account active again, simply repeat these steps and toggle it to ON. 

 Additionally, if you'd like to add transactions but keep the account hidden, here’s an article on that: Manually import transactions into QuickBooks Self-Employed.

If you have any more questions about managing bank accounts in QBSE, don’t hesitate to reach out. We’re here to help!

Hi, 

I'm having trouble with this advice. Toggling the "show accounts" switch to off seems to do the opposite of what I'm trying to do - it hides the transaction and I need them to be active. I have already attached receipts and categorized all these transactions so this is frustrating. I also could not follow the guidance to manually upload the transactions via CSV. I tried multiple times to upload under cash but I repeatedly got an error message. And Cash seems to be my only option because the accounts only show if active and if active I'm only prompted to add transactions for the period prior to the automatic sync. Please assist??

I appreciate your ongoing communication, @jwmarten.

I understand that you need to keep your transactions active and visible in QuickBooks Self-Employed (QBSE), let me clarify the next steps you can take.

When you delete a bank or credit card account connected to QBSE, it permanently deletes all related transactions. Instead of deleting the account, you can leave it active to ensure your transactions remain visible.

Regarding the CSV upload error, can you please provide the specific error message?

Meanwhile, ensure that your CSV file is formatted correctly. Double-check if the file columns match one of the supported formats (3 or 4-column format). 

Moreover, I've added this helpful resource that you can use as a guide to ensure your transactions are in the right account: Categorize transactions in QuickBooks Self-Employed.

If you continue to experience issues with the upload or have any other concerns about managing your transactions, please let me know in the comments below, @jwmarten. I'd be happy to provide further assistance.

The link you sent seems like it may be helpful and the info there was very different from the first link I was directed to about importing transactions, but I'm not sure it's accurate. I went to try to upload again to get the exact error message and this time it worked, I have no idea why. But the spreadsheet had way more than the 3 or 4 columns mentioned in the link you sent. And the system was prompting me to select which columns I wanted and to make sure they were correctly labeled, so it seems you can upload docs with more then 3 or 4 columns?? But also my bank has a qbo option so maybe that's better?

I'm still unclear about some of the specifics of the workflow for how/where to upload these docs. One of my account is showing an error in the connection and I don't know how to clear the error and do this manually - it seems my options are one method or the other. but keeping my old automatically imported  transactions while trying to add new manually doesn't seem possible. Do I upload under "cash"?

Can someone get on the phone or online with me to talk me through this?

Hi, @jwmarten. Thanks for sharing your experience with the upload process. I understand that you've encountered some inconsistencies, and I appreciate your insight regarding the expanded spreadsheet columns.

To clarify, there are two main workflows for importing your data into QuickBooks (QB): you can either connect your bank account or manually import information. Connecting your bank will allow QB to automatically download and categorize your transactions, requiring only your review and approval. Manual import is particularly useful when you need to enter older records or cannot connect your bank to QB. Please note that it’s important to follow the 3-column or 4-column format, as these are the only configurations that QB can process correctly. You can only use one method at a time to avoid any duplicates.

Refer to the following articles for further guidance:

• Connect bank and credit card accounts to QuickBooks Self-Employed
• Manually import transactions into QuickBooks Self-Employed
• Connect bank and credit card accounts to QuickBooks Online
• Manually upload transactions into QuickBooks Online

For immediate help, you can reach out to a live agent. Here's how:

1. Log in to your QuickBooks Self-Employed (QBSE) account.
2. Navigate to the (?) Help button.
   • If you’re using the QBSE app, tap the + button and select Ask QB Assistant.
3. Click Contact Us.
4. Enter a short explanation of your concern in the field and hit Continue.
5. Choose a way to connect with us.

Our live support is available Monday to Friday from 6 AM to 6 PM and Saturday from 6 AM to 3 PM PT.

I understand that navigating these processes can be challenging. If you have any other concerns, I’ll do my best to provide assistance. Have a great day ahead!

I followed the instructions to upload QBO files and can see them here: https://qbo.intuit.com/app/banking but not when I am looking at my QBSE transactions. Please tell me what I'm missing?

Let me clarify some things in manually uploading your bank transactions in QuickBooks Self-Employed (QBSE), @jwmarten. I'll address this individually so you can start getting your transactions into your account.

Based on the link you have shared in your post, I can see that you're using the QuickBooks Online (QBO) site. When logging in to your QBSE account, use this link and enter your credentials: https://accounts.intuit.com/app/quickbooks-self-employed.

If you toggle off your bank account, you won't be able to upload entries manually. Thus, we'll need to switch it back on to enable us to upload entries and make them visible. Alternatively, we can add those entries to your default Cash account, which you mentioned already works for you.

Since QBSE only supports a CSV file type when uploading them, please consider having this instead of a QBO file. Then, make sure to follow the 3-column format when uploading them.

Could you also share the specific error message you're seeing? That will help me understand if there are known issues or if there’s a different resolution we can provide.

Moreover, if you've followed my format and file type recommendation but still face similar problems, we can upload it using a private or supported QuickBooks web browser.

Once done, you can run your financial reports to get transaction information or export them into a CSV file for a detailed list. See this article for complete guidelines: Export transactions and get reports in QuickBooks Self-Employed.

You're always welcome to the Community if you have additional questions or clarifications about managing your bank transactions. I'm just a post away to help!

Someone previous in this thread had sent me the instructions I'd used to upload QBO files. Are you saying I can't have access to the transactions this way? I don't know why those links were sent to me if I can't use them. I am able to upload them via CVS to the "cash" section without error. I was hoping for a more seamless upload without having to manipulate the columns. 

I'm now realizing a new issue. The data I'm uploading is from a credit care account and the amounts uploaded are showing as debits when they should be credits and via versa. A negative on a creidt card statement is a return (or payment) and therefore should show as "income". Positive amounts on a credit card statement are expenses, and should show as negative in QBSE. Is there any way to do this without manually changing the data before I upload it? This is all really quite annoying. 

I appreciate you sharing your concern with us once more in this thread, @jwmarten. Your goals and concerns are our top priority within the community. Please allow me to assess you regarding file uploads.

To clarify, the process for uploading files does differ between QuickBooks Online (QBO) and QuickBooks Self-Employed (QBSE). In QBSE, you can only upload CSV files. Furthermore, I’m pleased to hear that you successfully uploaded them to the cash section without any errors.

I understand how important it is to have accurate financial records, but to align the data, you will need to adjust your CSV file manually before uploading it to resolve the concern with transactions displaying incorrectly (income as negatives and expenses as positives). Remember to make payment amounts negative and deposit amounts positive to ensure they are reflected correctly in your account. For further guidance, please refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.

On the other hand, I'll include this resource to provide you with the insights you need to ensure accuracy and confidence in managing your financial records: Categorize transactions in QuickBooks Self-Employed.

Should you have any further questions or concerns, please know that this thread remains open and accessible for you at any time. We encourage you to reach out with any inquiries about uploading files in QuickBooks Self-Employed or any other QuickBooks-related matters. Rest assured, our team is here to support you.