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monicabice
Level 1

Hi I need help on deleting a bank account that I accidentally put under credit card how do I remove it please

 
1 Comment 1
Adrian_A
Moderator

Hi I need help on deleting a bank account that I accidentally put under credit card how do I remove it please

Hello, monicabice.

 

It looks like this bank account is connected to an online banking feature. You'll need to disconnect the bank connection first before removing it. Please follow these steps:

 

To disconnect:

 

  1. Click Banking, then select Banking.
  2. Click the edit (pencil) icon of the account you wanted to delete.
  3. Tick () the Disconnect this account on save box.
  4. Click Save and Close.

 

 

 

Then, here's how to remove it:

  1. From the Accounting tab, select Chart of Accounts.
  2. Click the Account history drop-down under ACTION.
  3. Select Make inactive.
  4. Select Yes to confirm.

 

 

If the inactive account contain transactions, they will still remain in your company file including your reports. Here's an article for more details: How to handle the deleted account.

 

Please tag me directly if you have other concerns, I'd be pleased to help you.