Can I delete a bank from bank transactions?

@poppy1  Your question is kind of vague, so I'll throw out a few different answers, see if one sticks.

You cannot delete a bank account that is currently being used in transactions in QBO.

You technically can't delete a bank account, or any account at all, in QBO, per my understanding; you can only mark them 'inactive'.

You can change which bank is being used for a transaction, if you mistakenly chose the wrong bank account. If the transaction in question was already reconciled, you'll want to undo that first.

If you mean to ask if you can remove a bank from the list of bank accounts to import transactions from, I'unno. I mean, I'd hope that you could, but QBO is kind of a piece of garbage when it comes to a lot of things.

Let me provide information about removing a bank account in your QuickBooks Online (QBO), poppy1.

To begin with, could you clarify whether you want to disconnect your bank account from QBO or make it inactive in the Chart of Accounts? QBO automatically downloads your recent transactions, so if you no longer need that account, you can either disconnect it or make it inactive.

If you wish to disconnect your bank account from online banking, it will stop downloading new transactions, but your existing data will remain. Here's how:

1. Navigate to Transactions and select Bank transactions.
2. Click the tile for the bank account.
3. Select the pencil icon and tap Edit account info.
4. Check the box Disconnect this account on save. If QuickBooks is currently downloading new transactions, you may need to wait a few minutes for the update to complete before this option appears.
5. Click Save and Close.

Once disconnected, you will no longer see transactions that need categorization in the For review tab. Also, if transactions are 90 days older, they won't be downloaded again if you reconnect the account later.

However, if you no longer plan to use the account but want to keep the transaction history for reporting, you can make the account inactive:

1. Go to Settings and select Chart of accounts.
2. Locate the account you wish to deactivate.
3. Select the Action dropdown and click Make inactive.

Furthermore, remember to reconcile your accounts to ensure they match your bank and credit card statements.

I'll be here to assist you if you need anything else about deleting your bank account in QBO. Just leave a reply below, and I'll get back to you. Have a great day.