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Level 1

How do I delete a linked bank account and all it's transactions from my chart of accounts? It was added in error.

 
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Best answer 10-19-2018

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Level 2

How do I delete a linked bank account and all it's transactions from my chart of accounts? It was added in error.

Hi mike,


Thank you for your query!


Any transactions added from the banking screen can be undone, which would post them back to the "For review" section. After that, when you disconnect the bank account, all transactions from the "For review" and "Excluded" sections will be deleted.

Here are the steps how to undo transactions and disconnect your bank card:

  1. Click on Banking
  2. Click on "In QuickBooks" tab in the middle of your screen
  3. If there are any transactions there, tick the little box front of "Date" to select them all
  4. Click on Undo on the top left of the list (this will put all transactions back to the For review section)
  5. On the top of the banking screen you'll find a blue bank card, in the top right corner of that card, click on the little pencil icon
  6. Click on Edit account info
  7. A little box with account information will open up, tick the box front of "Disconnect this account on save"
  8. Hit Save and close

As mentioned above this will delete all transactions from the Banking screen. In case the chart of account had any transactions added manually to it, it may still have those linked.

To delete a chart of account you will have to take its balance down to zero, and get rid off the transactions linked to it. Please follow these steps to delete the chart of account:

  1. Click on Accounting on the left hand-side menu
  2. Make sure Chart of account is chosen on the top tabs
  3. Look for your bank account
  4. Click Account history on the right hand-side 
  5. If it displays any transactions, you'll have to click on the transactions, and either edit them, changing the bank or cash account on them, or delete them if they were irrelevant
  6. Once there are no transactions left on the account, click on Accounting again
  7. Click on the little arrow next to "Account history" 
  8. Choose Delete

Let me know if you have any queries. Or, if you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here  along with our opening hours 

View solution in original post

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Highlighted
Level 2

How do I delete a linked bank account and all it's transactions from my chart of accounts? It was added in error.

Hi mike,


Thank you for your query!


Any transactions added from the banking screen can be undone, which would post them back to the "For review" section. After that, when you disconnect the bank account, all transactions from the "For review" and "Excluded" sections will be deleted.

Here are the steps how to undo transactions and disconnect your bank card:

  1. Click on Banking
  2. Click on "In QuickBooks" tab in the middle of your screen
  3. If there are any transactions there, tick the little box front of "Date" to select them all
  4. Click on Undo on the top left of the list (this will put all transactions back to the For review section)
  5. On the top of the banking screen you'll find a blue bank card, in the top right corner of that card, click on the little pencil icon
  6. Click on Edit account info
  7. A little box with account information will open up, tick the box front of "Disconnect this account on save"
  8. Hit Save and close

As mentioned above this will delete all transactions from the Banking screen. In case the chart of account had any transactions added manually to it, it may still have those linked.

To delete a chart of account you will have to take its balance down to zero, and get rid off the transactions linked to it. Please follow these steps to delete the chart of account:

  1. Click on Accounting on the left hand-side menu
  2. Make sure Chart of account is chosen on the top tabs
  3. Look for your bank account
  4. Click Account history on the right hand-side 
  5. If it displays any transactions, you'll have to click on the transactions, and either edit them, changing the bank or cash account on them, or delete them if they were irrelevant
  6. Once there are no transactions left on the account, click on Accounting again
  7. Click on the little arrow next to "Account history" 
  8. Choose Delete

Let me know if you have any queries. Or, if you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here  along with our opening hours 

View solution in original post

Highlighted
Level 1

How do I delete a linked bank account and all it's transactions from my chart of accounts? It was added in error.

I manages to somehow set up a new bank account whilst using QB on my new tablet. Without realising it i had transactions attached to the account and i stupidly deleted the account without checking. Is there anything i can do to delete the payments i had allocted to this account

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Moderator

How do I delete a linked bank account and all it's transactions from my chart of accounts? It was added in error.

I have the steps you can perform to delete the payments from a deleted bank account in QuickBooks Online (QBO), @Ennovy

 

Deleting a bank account won't remove the transactions associated with it. It's because we want to make sure your books are intact and accurate. Since you want to delete those payments, here are the outline of the tasks you'll have to perform: 

  • Reactivate the bank account.
  • Delete the payments one at a time.
  • Inactivate the account again. 

 

I'd first suggest logging into your QBO account using a browser. Some features aren't available in the mobile app on your tablet, such as reactivating the bank account. Once signed in, let's go to the Chart of Accounts menu to complete this task. I'll guide you how. 

  1. Go to Accounting from the left menu. 
  2. Select Chart of Accounts.
  3. Click the small gear icon on the right side that is above Action.
  4. Check the Include inactive box under Other.
  5. Find the deleted account.
  6. Hit Make active.

 

The screenshot below shows you the steps. 

ReactivateAnAccount.PNG

 

Second, let's manually open the payments one at a time to delete them. Here's how: 

  1. Locate the restored account from the Chart of Accounts page. 
  2. In the Action column, select Run report.
  3. The Accounts QuickReport opens. Set the Report period to All Dates and click Run report.
  4. Select the transaction to open it.
  5. Click Delete from the More button. 
  6. Hit Yes to confirm the deletion.
  7. Repeat the process for the other payments. 

 

Third, make the account inactive again. To learn more about the process above, see the Completely remove deleted accounts from reports section through this article: Remove Deleted Accounts From Reports

 

Also, I want to make sure I've got you covered. Based on your "realising" term, it seems you're using the UK version. If yes, kindly refer to the steps related to the process above through this article: Remove Deleted Accounts From Reports. Just go to the same section as the US article. 

 

The mobile app features may vary on the tablet model you have. Because of this, I'd suggest using this chart through this article: Compare Mobile App Features. Just go to the iPad or Android Tablet column to learn more about the other features available in this app. You can also go to the Banking section to help you efficiently manage your bank transactions. 

 

I'm just a post way if you need further assistance. Keep safe always, @Ennovy

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