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bookkeeper-hccs-
Level 1

The person who was previously doing the books added the savings account as an asset account instead of linking it, how can I delete it and instead link the bank account?

 
3 Comments 3
JamesM4
QuickBooks Team

The person who was previously doing the books added the savings account as an asset account instead of linking it, how can I delete it and instead link the bank account?

Hi there,

 

Welcome to the QuickBooks Community. The program is designed to help you keep track of your income and expenses with ease. I'll be glad to share more info so you're on the right path with achieving your QuickBooks goals.

 

Before we get started, it's important to note that we cannot delete an account. An alternative for this would be making the account/category inactive. Here's how:

 

  1. Navigate to the Accounting menu.
  2. In the Chart of Accounts tab, find the account you want to make inactive. You can utilize the search box to easily find the account.
  3. Once you find the account, click the drop-down arrow under the Action column.
  4. Look for Make inactive and make sure your changes are saved.

Give this a try and let me know how you make out. I'll be one message away in case you need anything else. 

bookkeeper-hccs-
Level 1

The person who was previously doing the books added the savings account as an asset account instead of linking it, how can I delete it and instead link the bank account?

Ok - so you're saying I should just make those asset accounts inactive and then link the actual bank account? I don't need to close the asset accounts or anything?

JamesM4
QuickBooks Team

The person who was previously doing the books added the savings account as an asset account instead of linking it, how can I delete it and instead link the bank account?

I'd recommend consulting an accounting professional to make sure you're handling the accounts the right way. Otherwise, you're more than welcome to make the account inactive. If you'd like to connect a bank account, I encourage you to check out this article here that shows you how. Feel free to ask other questions, I'm here to assist. 

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