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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
mountneycarpentry
Level 1

I accidentally added my personal bank account instead of my business bank account. Is there a way to completely remove the bank transactions from my account?

I’ve removed the account but they still show. I’d like to remove them completely not just exclude them and there doesn’t seem to be an option to do that.

1 REPLY 1
AljhonC
QuickBooks Team

I accidentally added my personal bank account instead of my business bank account. Is there a way to completely remove the bank transactions from my account?

Hi, Mountneycarpentry. In QuickBooks Online Sole trader (QBST), you cannot entirely delete the excluded transaction.

 

Although this feature is not currently available within the system, excluding transactions is a final step that ensures they are removed entirely and won’t affect your Schedule C or tax summary. This guarantees accurate reporting and simplifies your bookkeeping and tax preparation process.

 

For more details, refer to this article: Exclude bank transactions in QuickBooks Sole Trader.

 

If you have any additional questions or need further assistance, please reply to this thread.

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