cancel
Showing results for 
Search instead for 
Did you mean: 
Moconnor1
Level 1

Can you remove a Personal Bank Account on QBO Simple Start?

I have a Simple Start QBO client that was originally set up with the personal account included in QBO. This is making all the non business expenses show on the P&L. I know I can disconnect the bank feed, and make the chart of accounts for this inactive, but is there a way to get the personal bank income and expenses off the reports? Thanks for the help!

3 Comments 3
Catherine_B
QuickBooks Team

Can you remove a Personal Bank Account on QBO Simple Start?

Yes, you can customize the report to remove and account, Moconnor1.

 

You're correct, you can inactivate or disconnect an account linked to your QuickBooks Online account. Before doing so, you can refer to this article for more details on what happens when you disconnect or delete an account: Disconnect or delete an account connected to online banking.

 

With your Profit and Loss report, you can remove the account by customizing it. I'll show you how:

  1. From the Reports menu, select the Profit and Loss report.
  2. At the upper-right, click Customize
  3. Under the Filter drop-down, select Distribution Account.
  4. From the drop-down, check (Select all). Then, uncheck the personal account. 
  5. Click Run report to refresh the display. 

For more details on how to customize a report, you can click this link: Customize reports in QuickBooks Online.

 

If there's anything else you need help with, just leave me a reply below. Take care and have a nice day!

Moconnor1
Level 1

Can you remove a Personal Bank Account on QBO Simple Start?

Hi Catherine,

Thanks for the quick response! I tried going into the P&L report customize button, but the only filters I have available to me are: General (Date & cash/accrual) or Totals.  I don't have the Filters option. Is that due to the subscription level of Simple Start?

Thanks again!

JamesDuanT
Moderator

Can you remove a Personal Bank Account on QBO Simple Start?

Hello Moconnor1,

 

Yes, the options mentioned by Catherine are available in QuickBooks Online Essentials, Plus, and Advanced subscriptions. For Simple Start subscription, we can only do the basic customization of the Profit and Loss reports such as Report period, Accounting method, Columns, and etc. You can use this link to compare the reports included in your subscription.

 

 

I have a workaround that might work for you. With these steps, you should be able to filter out your income and expense transactions associated to your personal bank account.

  1. Click Accounting on the left menu and select Chart of Accounts.
  2. Select an income account and click Run report.
  3. Click the Customize button and change the Report period and the Rows/Columns if necessary.
  4. Go to the Filter section and scroll-down to the available choices.
  5. Mark the (Select all) box.
  6. Remove the check mark on the personal bank account.
  7. Click Run report.

From there, you can get the totals of the income and expenses excluding the personal bank account. You can export the customized report to Excel if you want, too.

 

Keep us posted if you have additional questions. Have a great day!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up