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How do I delete a bank account? I don't see a delete option under actions, and it is such a mess I want to start over.

 
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QuickBooks Team

How do I delete a bank account? I don't see a delete option under actions, and it is such a mess I want to start over.

I can help you in deleting this bank from your QuickBooks Online (QBO) account, @jennifer50

 

Please take note on the following when you delete a bank account:

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

To delete the bank:

  1. Click the Gear icon at the top and 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.

Check out this article for more helpful details: Disconnect or delete an account. To help you organize your transactions on your reports and tax forms in the future, see this article: Understand the chart of accounts in QuickBooks

 

Let us know if there's anything that you need with your bank account. We're always here to assist. 

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