cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Visit this post for a list of recent banking issues in QuickBooks Online.
alim-abdul
Level 1

I have linked the incorrect bank account in quickbook. i need to delete the bank and transaction. how do i delete the transactions and bank?

 
1 REPLY 1
MirriamM
Moderator

I have linked the incorrect bank account in quickbook. i need to delete the bank and transaction. how do i delete the transactions and bank?

You can exclude the categorized transactions to permanently delete them before disconnecting the bank account, Alim.

 

To exclude a categorized transaction, here’s how:

 

  1. In the left menu, choose Transactions and select Bank transactions.
  2. Select the bank tile for the account you want to disconnect.
  3. Select the Categorised tab.
  4. Select the checkbox of the transactions to exclude.
  5. Click the Undo button.
  6. Go to the For Review tab.
  7. Select the checkbox of the transactions to exclude.
  8. Select Exclude.

 

After that, to disconnect your bank account from the Bank transactions page, follow these steps:

 

  1. Select the bank account you need to disconnect.
  2. Choose the pencil icon and click Edit account info.
  3. Check the Disconnect this account on save box. 
  4. Once done, click Save and Close.

 

For reference on the above steps, here’s the article you can visit: Disconnect accounts connected to online banking in QuickBooks Online.

 

Once you’re all set, you might want to check out this resource that can help you seamlessly organize your accounts: Reconcile an account in QuickBooks Online.

 

If you have further questions about unlinking your bank account, feel free to leave a reply below.

Need to get in touch?

Contact us