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Experienced Member

Deactivate or delete bank account

One of bank account is no longer used but I need to keep old transaction in Quick Book.    Is it deactivate (disconnect) this bank account?  Or delete this bank account?  

Solved
Best answer 10-25-2018

Accepted Solutions
Moderator

Re: Deactivate or delete bank account

Hi there Christine2018,


I’m happy to provide you the difference between disconnecting and deleting a bank account.


When you disconnect an account:

  • It stays active in QuickBooks Online (QBO) but you stop QBO from getting your transactions from your bank.
  • You can reconnect the account later.
  • The transactions in your For Review tab will be deleted. You'll want to add the transactions before disconnecting an account.

When you delete an account from QBO:

  • The account will be made inactive in QBO.
  • If the account has a non-zero balance, QBO will make an adjusting transaction.
  • Although you can make a deleted account active again, you may need to make corrections to journal entries and balances.

Here's how:

 

To disconnect an account:

  1. Select Banking then Banking.
  2. Click the Edit icon on the account you want to change.
  3. In the Account window, check the Disconnect this account on save box.
  4. Click Save and Close.

To delete an account:

 

  1. Click the Gear icon at the top, choose Chart of Accounts.
  2. Find the account you want to delete in the list.
  3. In the Action drop-down, select Delete.
  4. Confirm that you want to delete the account.

 

You'll want to consult with your accountant if you're unsure whether to disconnect or delete a bank account.

 

Check out this article for more helpful details: Disconnect or delete an account.

 

 

Please don't hesitate to leave a comment below if there's anything else you need help with. I'm always ready to assist.

15 Comments
Moderator

Re: Deactivate or delete bank account

Hi there Christine2018,


I’m happy to provide you the difference between disconnecting and deleting a bank account.


When you disconnect an account:

  • It stays active in QuickBooks Online (QBO) but you stop QBO from getting your transactions from your bank.
  • You can reconnect the account later.
  • The transactions in your For Review tab will be deleted. You'll want to add the transactions before disconnecting an account.

When you delete an account from QBO:

  • The account will be made inactive in QBO.
  • If the account has a non-zero balance, QBO will make an adjusting transaction.
  • Although you can make a deleted account active again, you may need to make corrections to journal entries and balances.

Here's how:

 

To disconnect an account:

  1. Select Banking then Banking.
  2. Click the Edit icon on the account you want to change.
  3. In the Account window, check the Disconnect this account on save box.
  4. Click Save and Close.

To delete an account:

 

  1. Click the Gear icon at the top, choose Chart of Accounts.
  2. Find the account you want to delete in the list.
  3. In the Action drop-down, select Delete.
  4. Confirm that you want to delete the account.

 

You'll want to consult with your accountant if you're unsure whether to disconnect or delete a bank account.

 

Check out this article for more helpful details: Disconnect or delete an account.

 

 

Please don't hesitate to leave a comment below if there's anything else you need help with. I'm always ready to assist.

Experienced Member

Re: Deactivate or delete bank account

Thanks for your help.   

Frequent Explorer **

Re: Deactivate or delete bank account

sorry, but this does not work.

getting all sorts of errors that the account has recurring templates. 

 

'tried merging to a dummy account but that didn't work.

 

bugs, bugs, bugs...everywhere.

 

QuickBooks Team

Re: Deactivate or delete bank account

Hi there, brotherjug.

 

Thanks for letting me know about the error you receive when you tried to delete your bank account. It's always my priority to take care of you so I'm here to get you pointed in the right direction for resolving this issue.

 

We have received similar reports from users that attempt to delete or merge their bank accounts. The engineering team is aware of this and is working diligently to resolve this in a timely manner.

 

Please contact our Customer Care Team so they can pull up your account in a safe environment and sign you up to receive email updates as soon as they become available. Here's how to reach them:

  1. Go to https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Online.
  3. Select Running your business in QuickBooks, then Banking.
  4. In section 2, Here's how to connect with a QuickBooks expert, click Get Phone Number.

Rest assured, I'll keep a look out for updates and provide them as soon as they're made available to me.

 

I appreciate your patience while this is being worked on. Please know that I'm just a post away should you need anything else. Have a great day.

Frequent Explorer **

Re: Deactivate or delete bank account

it's been 3 weeks. what are you doing about this?

Frequent Explorer **

Re: Deactivate or delete bank account

3 weeks???

Moderator

Re: Deactivate or delete bank account

Hello, brotherjug.
Allow me to provide a little more information concerning deleting bank account in QuickBooks Online.

 

We would like to inform you that this is already been escalated to our engineering team. Although we don't have a specific time frame as to when and how this will be mediated upon, rest assured are looking into it.

 

As soon as an update is received, I, or another member of the Community Team, will be happy to update this thread and let everyone know so that you can get back to business.

 

We thank you for your patience. Should you need any further information, please do not hesitate to let us know. Have a good one.

Frequent Explorer **

Re: Deactivate or delete bank account

Im sorry, but to what are you referring?

 

The issue has nothing to do with duplicate transactions.

 

I can not delete bank accounts. The option is there, but it does not work.

I reported this issue 3 weeks ago. 

 

I am sorry, but I find this to be unsatisfactory that it would take this long to fix a crucial error.

 

 

Moderator

Re: Deactivate or delete bank account

Hi, brotherjug.

Thank you for getting back to me. I already updated my answer above.

 

Your time is valuable to me, as well as the ability for you to delete a bank account. I can assure you that the engineering team is looking into this and hope to soon have more information regarding this issue.

 

I can pass along all the feedback you have to the appropriate channels so you're able to reach a point of resolution as quickly as possible.

 

I appreciate your patience while this is being worked on. Please know that I'm just a post away should you need anything else. Wishing you a wonderful week ahead.

Frequent Explorer **

Re: Deactivate or delete bank account

I am sorry, but this is causing such issues for me right now.

Fixing glitches like this should be a priority. 

Or someone there should provide me a workaround.

 

FYI...one of your phone reps yesterday erroneously told me that accounts with transactions can not be deleted. 

 

so, can you understand why I am not confident that this is being looked out or will be fixed?

 

QuickBooks Team

Re: Deactivate or delete bank account

Hello brotherjug,

 

I appreciate you for sharing your experience with one of our phone representatives. I'm here to provide information about the issue with deleting a bank account.

 

The ongoing issue with deleting a bank account in QuickBooks Online is our priority. Our Product Development Team is working hard to resolve the issue as soon as possible.

 

The turnaround time for the fix will depend on the number of users reporting to our backend team. They need to investigate the issue by checking each account of the affected users to come up with a fix.

 

Since we don't have a workaround yet, I recommend contacting our Phone Support Team again. They can add you to the list of affected users into the system. Users that'll be part of the list will receive updates about the issue via Email. You can provide the investigation number (INV-12920) directly to the support you'll be speaking.

 

Please reach us through this article: Get help with QuickBooks Online.

 

I know how important the resolution is to the issue you encountered in the QuickBooks product, so I'll keep you up to date on this thread. Please remember the Community Team is always here to help.

Frequent Explorer **

Re: Deactivate or delete bank account

"The turnaround time for the fix will depend on the number of users reporting to our backend team. Since we don't have a workaround yet, I recommend contacting our Phone Support Team again."

 

I am sorry, but this is inexcusable. What you are telling me is that you won't fix it unless more people report this as an issue. 

 

IT IS A GLITCH. IT IS NOT A FEATURE REQUEST.

 

No one on your end can help me delete an account, whether it's credit card or banking. It is affecting my business in a huge way because in an audit, any peresonal accounts in QB are a huge red flag. Huge. 

 

YOU are giving me an error as to why these can not be deleted and no one on your end can trouble shoot this error. This is just unacceptable. 

 

I need these accounts removed from my QB online by 12/31.  Or at least help me make them inactive. 

 

 

Frequent Explorer **

Re: Deactivate or delete bank account

Your policy of not fixing glitches and bugs in QB online unless a lot of people are affected by them deplorable.  

Active Member

Re: Deactivate or delete bank account

I’m having the same problem. I can’t delete my personal bank account 

QuickBooks Team

Re: Deactivate or delete bank account

Thanks for joining in on this thread, Bobjmiller.


 I'll share some details about online banking issue.


Our engineers are aware of the issue and are working towards finding a permanent fix. While waiting for the resolution, we need to add your company to the list of affected users to receive email updates.


I recommend contacting our QuickBooks Online Customer Care Team and provide them the investigation number (INV-12920).

 

I'll keep a look out for updates and provide them once they're available.

 

Reach out to me directly if you have additional questions about QBO. I'll be around to answer them. Have a good one.