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tomblunt97
Level 1

If I disconnect a bank account will I lose all the information from that account on my QuickBooks page?

 
1 Comment 1
ChristieAnn
QuickBooks Team

If I disconnect a bank account will I lose all the information from that account on my QuickBooks page?

Hi there, tomblunt97.

 

Currently, there's no option to disconnect a bank account in QuickBooks Self-Employed. It only allows you to hide or delete an account.

 

QuickBooks Self-Employed will delete all transactions and any special calculations once you delete the bank. If you decide to delete it, please follow the steps below:

 

  1. Click the Gear icon at the upper right corner. Then, choose Bank Accounts.
  2. Find the account you want to delete/disconnect.
  3. Hit the trash icon in that section.
  4. Type “DELETE” and select Delete to confirm.

 

However, if you don't want to view entries from a bank account anymore, you can hide them. This stops QuickBooks from downloading new transactions and all existing data still keep in the system. For additional information you can click this article: Delete bank and transaction data in QuickBooks Self-Employed. This also provides steps on how you can remove transactions imported from a specific CSV.

 

Please refer to this article to see different steps on how to reconnect your bank account through an internet browser or using the QBSE app on your mobile device: Reconnect your bank account in QuickBooks Self-Employed.

 

You can always leave a comment below if you have any other concerns. I'd be glad to help.

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