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valerie_l_robertson
Level 1

Can I delete some of the bank accounts I entered when I set up my account?I want to keep my business account by delete my personal accounts. New user!

"but" not "by"

1 Comment 1
FaithA
QuickBooks Team

Can I delete some of the bank accounts I entered when I set up my account?I want to keep my business account by delete my personal accounts. New user!

I appreciate you for reaching out to the Community and welcome to QuickBooks Online (QBO), Valerie. Let me guide you through disconnecting your personal bank account and making it inactive.

 

While QuickBooks Online currently doesn’t allow you to delete a bank account, you can disconnect it from the Banking page and then make it inactive in your Chart of Accounts. By following these steps, you can focus on your business finances without including personal accounts:

 

  1. Go to the Transactions menu on the left-hand side and click Bank Transaction.
  2. Select the tile for the account you want to disconnect and click the pencil icon.
  3. Click Edit account info.
  4. Tick the Disconnect this account on save checkbox.
  5. Then click Save and Close once everything is good.

 

After this, follow these steps to inactivate the account:

 

  1. Navigate to the Transactions page, and click the Chart of Accounts tab.
  2. Locate the bank account and select the dropdown icon under the Action column.
  3. Click Make Inactive and select Yes, make inactive to confirm.

 

For future reference, you might also want to regularly reconcile your accounts. This practice ensures that your financial records are accurate and up-to-date, making it easier to track your business activities. You can learn more about reconciliation in QuickBooks Online through this article: Reconcile an account in QuickBooks Online.

 

Furthermore, I'm also pleased to inform you that you can elevate your financial management with the help of our QuickBooks Live Expert Assisted team. They specialize in helping you transform your financial management and provide personalized advice for your business's specific demands.

 

If any other questions come up about managing your Chart of Accounts or If there’s anything else you need, don’t hesitate to add them to the thread. The Community team will gladly loop back and lend a hand.

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