cancel
Showing results for 
Search instead for 
Did you mean: 
kathpope
Level 2

How do I delete an outdated bank account from the dashboard? I don't want to delete all transactions just the links that show up.

I don't want to delete all transactions just the links that show up.
Solved
Best answer November 02, 2021

Best Answers
Giovann_G
Moderator

How do I delete an outdated bank account from the dashboard? I don't want to delete all transactions just the links that show up.

Hello there, kathpope.

 

I'll ensure you'll be able to disconnect your old bank account in QuickBooks Online(QBO).

 

Your existing accounting data will not be affected when disconnecting your bank account from QBO. Please make sure there are no pending transactions in the For Review tab before proceeding. I'll show you how to do it.

 

  1. Go to the Banking or Transactions menu.
  2. Select Banking.
  3. Locate the bank account you want to disconnect.
  4. Click the Edit pencil icon, then choose Edit account info.
  5. Checkmark the box Disconnect this account on save.
  6. Once done, hit Save and Close.

For more detailed information, I've included this article: Disconnect or delete accounts connected to online banking.

 

For future reference, you might want to look into the following resources for further information on how to handle downloaded bank transactions:

 

 

Stay in touch if you need further assistance with banking. I'm always glad to help you.

View solution in original post

2 Comments 2
Giovann_G
Moderator

How do I delete an outdated bank account from the dashboard? I don't want to delete all transactions just the links that show up.

Hello there, kathpope.

 

I'll ensure you'll be able to disconnect your old bank account in QuickBooks Online(QBO).

 

Your existing accounting data will not be affected when disconnecting your bank account from QBO. Please make sure there are no pending transactions in the For Review tab before proceeding. I'll show you how to do it.

 

  1. Go to the Banking or Transactions menu.
  2. Select Banking.
  3. Locate the bank account you want to disconnect.
  4. Click the Edit pencil icon, then choose Edit account info.
  5. Checkmark the box Disconnect this account on save.
  6. Once done, hit Save and Close.

For more detailed information, I've included this article: Disconnect or delete accounts connected to online banking.

 

For future reference, you might want to look into the following resources for further information on how to handle downloaded bank transactions:

 

 

Stay in touch if you need further assistance with banking. I'm always glad to help you.

kathpope
Level 2

How do I delete an outdated bank account from the dashboard? I don't want to delete all transactions just the links that show up.

Yes, thanks, that worked!

Need to get in touch?

Contact us