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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Maybelle_S
QuickBooks Team

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Thank you for contacting us about managing your accounts in QuickBooks Self-Employed (QBSE), RFind. We're here to help you understand the implications of removing a connected bank account and provide guidance on how to proceed.

 

If you decide to remove your personal bank account from QuickBooks Self-Employed, it's important to note that all transactions associated with that account will also be removed. This means that any historical data linked to the account will be deleted from your QuickBooks records.

 

Before removing the account, you might want to export your transactions to a spreadsheet like Excel. This ensures you have a backup of your financial data outside of QuickBooks.

 

For more details, you can see this link: Delete bank and transactions data in QuickBooks Self-Employed.

 

Thank you for your understanding. If you have any more questions or need further assistance, please don't hesitate to contact us. We're here to help you manage your finances efficiently.

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