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January 29, 2022
Question

How do I remove a bank account from my quick books account? When I linked my bank account it linked my mortgage and my personal accounts. Can anyone help me? Please

  • January 29, 2022
  • 1 reply
  • 1 view
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1 reply

Moderator
January 29, 2022

Hi there, @sjexcavating21-y.

 

I'll help you remove your bank account in QuickBooks Online. 

 

If you don't plan to use an account anymore, you can make it inactive. This essentially deletes it and hides it from lists and menus, but keep its past transactions on your reports.

 

Here's how:
 

  1. Go to Settings ⚙ and select Chart of accounts.
  2. Find the account you want to delete.
  3. Click the Action ▼ drop-down list and select Make inactive.

 

Please take note that you inactive accounts and their transactions when you run reports. QuickBooks includes them to keep everything accurate.

 

As a workaround, you can customize some reports to hide these data. 

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.