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How do I delete my Bank Account?

by Intuit•60• Updated 1 week ago

You can delete your bank accounts by removing them from your Bank Transactions screen or marking them as inactive in your Chart of Accounts. 

Disconnect a bank account from the Bank transactions screen

If you want to stop an account from appearing on your Bank transactions screen, you can disconnect it. While the account will no longer be visible on this screen, it will remain active in your Accounting tab.

Pre-requisites

  • Ensure you are on the Bank transactions tab.

Steps to disconnect

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Accounting, then select Bank transactions (Take me there).
  2. Select the bank account tile you want to delete.
  3. Select the Pencil icon on the top right of the account.
  4. Select Edit Account Info.
  5. Scroll to the bottom and tick the Disconnect this Account on Save box.
  6. Select Save and Close.

The account is removed from the Bank transactions screen view but remains active in the Accounting tab.

Make a bank account inactive in the chart of accounts

For a more permanent solution than disconnecting, you can make the account inactive.

Speak to your accountant before taking this action to ensure your financial records remain accurate.

Read our article on making an account inactive on your chart of accounts in QuickBooks Online for detailed instructions.

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