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Jwimberley
Level 1

If I remove a linked bank account that I no longer use will all the transactions stay?

 
2 Comments 2
MariaSoledadG
QuickBooks Team

If I remove a linked bank account that I no longer use will all the transactions stay?

Disconnecting the accounts will remove all the transactions you've categorized, but hiding them will preserve your data. Let me elaborate on some details on this, Jon

 

If you want to remove the bank accounts and the transactions as well, follow the steps provided below:

 

  1. Go to the profile ⚙ icon and then Bank Accounts.
  2. Find the account you want to delete.
  3. Select the trash icon in that section.
  4. Type “DELETE” and select Delete to confirm.

 

But if you want to keep the transactions, you can hide the bank account instead. Here's how:

 

  1. Go to the profile icon and select Manage Account.
  2. Look for the bank account.
  3. Under the Show Account column, turn off the button to hide the account.

To give you more detailed steps when hiding and deleting your bank account, refer to this article for more information: Delete Bank and Transaction Data in QuickBooks Self-Employed.

 

Additionally, learn how QuickBooks tracks your self-employed income and expenses. Read this article for more details: How QuickBooks Self-Employed Tracks Self-Employment Taxes.

 

Keep in touch if you have any other concerns or questions when removing bank accounts. I'll always be right here to help you as always.

FishingForAnswers
Level 10

If I remove a linked bank account that I no longer use will all the transactions stay?

@MariaSoledadG  "Disconnecting the accounts will remove all the transactions you've categorized--"

 

Having experienced QB's programming tendencies, I have no doubt that it would, but why in God's name would anybody think that is a good idea?

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