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September 29, 2019
Question

How do I delete bank account so I can reload them

  • September 29, 2019
  • 1 reply
  • 0 views
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1 reply

September 29, 2019

Hi there, walkies.

 

The system can only inactivate an account from the Chart of Accounts. Please note that all transactions in it are still part of your financial reports. If you wish not to include them, go ahead and delete each of them once at a time. 

  1. Go to Accounting.
  2. Select Chart of Account
  3. Click on the drop-down arrow beside the View register link and select Delete.

If you're trying to disconnect a bank account from the Banking page, here's how:

  1. From the Banking page, click on the pencil icon of the account. 
  2. Select Edit account info.
  3. Check the Disconnect this account on save box.
  4. Click on Save and Close

Then, to reconnect it, simply click on the Add account button from the Banking page. Search for the bank's name or URL, and sign in. Follow the instruction to connect the account.

 

Please note that once connected, QuickBooks Online will download the last 90-days worth of transactions. From there, you can start matching or adding them. 

 

If you've spotted some duplicates, select them, click on the Batch actions button and select Exclude Selected. This will prevent double entries going into your register. 

 

We've got your back on this. Give us a shout if you need anything else.