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janineward11
Level 1

By accident my personal bank account has been downloaded to QB App vs my Business Account - how do I delete my personal and re register my business account?

 
1 Comment 1
LauraAB
QuickBooks Team

By accident my personal bank account has been downloaded to QB App vs my Business Account - how do I delete my personal and re register my business account?

Hello janineward11,

 

Thanks for getting in touch! I hope your week is off to a great start and I'm here to help make sure it runs more smoothly by detaching the account you don't want and attaching the one you do. Having the correct information filtering into the program is important for your business and balancing your books. Managing your banks feeds is just a few steps that I can walk you through.

 

When you're logged into a browser, here's what you can do.

  1. Select the Gear icon (your name should be beside it).
  2. Choose Bank accounts.
  3. Click the trash can icon to the right of the bank to detach it.

When logged into the mobile app, follow these steps.

  1. Go to the Settings menu.
  2. Click Settings.
  3. Find the Bank accounts option.
  4. Click the account in question.
  5. Choose Delete.

Next, you can go back and connect the account you want. In the app, you'll simply need to click the + sign on the Bank accounts window. When using a browser, follow these steps: Connect bank and credit card accounts to QuickBooks Self-Employed

 

When you delete a bank feed, it should take all the transactions that haven't been reviewed with it, so it should be a simple delete and then add the proper account.

 

Give me a shout if you have further questions. Have a great day!

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