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HGS
Level 1

How do I remove a bank account that I no longer want to appear on my QBO account?

I have an account which should not be on QBO and I need to just be using one account for all my transactions.  

 

I need to migrate all the transactions across from the account I want to make redundant - in to the correct 'Current' account.   I accidentally had two accounts running, but they are in fact the same bank account.

1 REPLY 1
EmmaM
QuickBooks Team

How do I remove a bank account that I no longer want to appear on my QBO account?

Hello HGS

 

You can merge the two bank accounts into one if all the transactions should in fact be one bank account.

 

To do this if you go to accounting on the left hand side>go to chart of accounts>on the drop down on account history by the account which you want to merge there is an edit option>select this> delete out the name and then name it exactly the same as the other account you want to merge it to,same spelling,same lower or upper case> save and close>you will get a message about the reporting being affected and then a message asking if you would like to merge the account as that name is being used>select yes

 

You will then have one bank account with all the transactions in. Just to note that the bank account your are merging should be one that is not connected in the banking section though the one you are merging it to can be

 

Any questions let us know

 

Thanks

Emma

 

 

 

 

 

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