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Level 1

Can we remove a bank account (and everything in it) under the banking tab. Cant figure out how to do that?

 
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QuickBooks Team

Can we remove a bank account (and everything in it) under the banking tab. Cant figure out how to do that?

Hi there, 

 

Sometimes it's good to have a fresh start with your banking and I'll be happy to show you how. 

 

To disconnect a bank account, follow the steps below: 

 

In the navigation bar, click Banking, and then select the Banking sub-tab.

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

The account stays in QuickBooks, but isn't automatically updated with downloaded transactions. To delete an account: (Be sure you understand the effects if you fully delete an account.)

  1. Click the Gear icon, and then click on Chart of Accounts.
  2. Select the account you want to delete in the list.
  3. Click on the drop-down arrow beside View register and select Delete.
  4. Confirm that you want to delete the account.

Give this a try and if you need further assistance, I recommend contacting our support team using this link.