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sheriwad2line
Level 1

How can i delete Bank and credit cards

 
1 Comment 1
Rose-A
Moderator

How can i delete Bank and credit cards

Hey there, sheriwad2line.

 

I'd be glad to help you delete an account. If you're trying to delete an account that is connected to the online banking feature.

 

You may need to disconnect the bank connection before deleting it. Keep in mind that you can restore a deleted account, but may need to make corrections to journal entries and balances. If you're unsure, check with your accounting professional before deleting an account.

 

To disconnect an account:

 

  1. In the navigation bar, click Banking, and then select the Banking sub-tab.
  2. Select the account you want to delete, and then click its Edit icon, then Edit account info.
  3. In the Account window, select Disconnect this account on save.
  4. Click on Save and Close.

After that, let's go ahead and delete the account:

 

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Find the account you want to hide.
  3. Select the small arrow ▼ in the ACTION column. Then select Make inactive.

However, if this is not connected to any online banking feature in QuickBooks you can simply follow the steps below to delete it.

 

Please be reminded that inactivating an account won't completely delete an account this is to ensure that your transactions are intact.

 

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Find the account you want to hide.
  3. Select the small arrow ▼ in the ACTION column. Then select Make inactive.

You may want to take a look at these articles to learn more in managing default and special accounts in QuickBooks Online:

 

Remove deleted accounts from reports

Manage default and special accounts in your chart of accounts

 

Please get back to me if you ever need more help in QuickBooks. I'll be glad to provide additional assistance.