At my bank, I have old accounts (closed previously) and new accounts. How do I get QB to ignore the old accounts?

maxtcheatham · ‎September 17, 2025

Rea_M

Thanks for the clarification, Max. The steps to ignore old accounts in QuickBooks Self-Employed (QBSE) are different. You'll need to navigate to the Manage accounts menu to complete this task.

The Manage accounts menu is where you can view all your added and connected accounts in QBSE. To exclude the old ones, follow these steps:

Go to the Gear icon and select Manage accounts.
Locate the account you want to ignore.
In the Show Account column, toggle the switch to Off.

On the other hand, if you want to completely remove an account from the list, you will need to delete it. Please note that this action is permanent, meaning it will erase all historical transactions associated with the account. This may impact your tax information, reports, charts, and other data within the system. To do so, here's how:

Go to the Gear icon and select Manage accounts.
Locate the account you want to delete.
Click the Delete icon.
Read the reminders, enter DELETE in the box, and then select the Delete button.

Feel free to reach out if you have any additional questions.

View solution in original post

MichaelaS

Thanks for your queries, Max. To stop QuickBooks from including your old bank accounts, you’ll first need to disconnect their bank feeds and then mark the accounts as inactive in the Chart of Accounts.

Before disconnecting, please ensure that all transactions from the old bank accounts have been matched and categorized.

Here’s how to disconnect bank feeds:

Go to My Apps and click the Accounting tile.
Select Banking Transactions and choose the old bank account you want to stop syncing.
Click the pencil (edit) icon next to the account name and select Edit account info.
Check the box labeled Disconnect this account on save.
Click Save.

Next, mark those accounts as inactive. Here's how:

Click the Gear icon at the top right corner.
Select the Chart of Accounts.
Locate the accounts you want to hide from QuickBooks and click the View register dropdown.
Then, click Make inactive.

This will hide them from your active account lists and transaction registers, but all historical data will remain intact for reporting purposes.

Please let us know if you have any other questions or concerns.

maxtcheatham

Perhaps I did not give you enough information. I'm using QuickBooks Self-Employed. As such, I do not have a My Apps with an Accounting tile. Or at least if I do, you'll have to give me more detailed instruction, as I can't find it. Thanks for trying!

Rea_M

Thanks for the clarification, Max. The steps to ignore old accounts in QuickBooks Self-Employed (QBSE) are different. You'll need to navigate to the Manage accounts menu to complete this task.

The Manage accounts menu is where you can view all your added and connected accounts in QBSE. To exclude the old ones, follow these steps:

Go to the Gear icon and select Manage accounts.
Locate the account you want to ignore.
In the Show Account column, toggle the switch to Off.

On the other hand, if you want to completely remove an account from the list, you will need to delete it. Please note that this action is permanent, meaning it will erase all historical transactions associated with the account. This may impact your tax information, reports, charts, and other data within the system. To do so, here's how:

Go to the Gear icon and select Manage accounts.
Locate the account you want to delete.
Click the Delete icon.
Read the reminders, enter DELETE in the box, and then select the Delete button.

Feel free to reach out if you have any additional questions.

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At my bank, I have old accounts (closed previously) and new accounts. How do I get QB to ignore the old accounts?