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Removal of personal checking account

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Active Member

Removal of personal checking account

Hello, 

I recently opened a business checking account and need to remove my personal checking account from my profile. I looked at the instructions, yet I'm not seeing a little pencil or where I can choose the accounts. Would someone give me a little guidance so I can do this properly? 

Thank you, 

Saskia 

1 Comment
QuickBooks Team

Re: Removal of personal checking account

Hi there, @SaskiaSnyder.

 

Thanks for reaching out to the QuickBooks Community. Let me help guide you on how to remove a personal checking account in QuickBooks. 

 

Once the account already used in transactions, you can no longer delete it. Instead, let's make it inactivate to remain your transactions as part of your company data. 

 

If you're using QuickBooks Online version, here's how to inactivate an account:

  1. Select the Gear icon on the Toolbar.
  2. Under Your Company, choose Chart of Accounts.
  3. Find the account you want to delete.
  4. Select the drop-down in the Action column, then choose Make Inactive.
  5. Select Yes to confirm.

If you decided to restore an inactive account, here's how:

  1. Select the Gear icon on the Toolbar.
  2. Under Your Company, choose Chart of Accounts.
  3. Above the Action column, select the small gear icon, then check Include inactive.
  4. Find the account you want to make active again.
  5. Select Make active.

For additional reference, you can check this article: How to delete an account or restore a deleted account

 

However, if you're using the QuickBooks Desktop version, you can check the detailed steps in this article on how to inactive account: Understand QuickBooks Chart of Accounts

 

This will get you on the right track. Feel me in if you have other questions about removing account in QuickBooks. I'll be around to help. Have a good one.