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gvtuscorp
Level 1

How do I remove and delete my quickbooks checking account so that my money goes to my bank rather than this checking account

 
Solved
Best answer June 08, 2022

Best Answers
FritzF
Moderator

How do I remove and delete my quickbooks checking account so that my money goes to my bank rather than this checking account

Hello, @gvtuscorp.

 

I can share details about removing your checking account and changing where your money is posted in QuickBooks Online (QBO).

 

Currently, the option to delete your checking account is unavailable. However, you can make it inactive instead. Here's how to do it:

 

  1. In QBO, go to the Accounting menu at the left pane.
  2. Proceed to the Chart of Accounts tab.
  3. In your checking account, click the drop-down beside View register, then choose Make inactive.
  4. Hit Yes to complete.

 

To learn more about making accounts inactive in QBO, consider checking out this article: Make an account inactive on your chart of accounts in QuickBooks Online.

 

In addition, you also have the option to change the account where your money is posited in QBO. All you need to do is to choose your bank in the Deposit to field when receiving payments.

 

For more tips and other resources, you can always visit our website for future reference: Self-help articles.

 

Please leave a comment in this thread if you have follow-up questions about this or anything else QuickBooks. I'm always ready to help. Stay safe.

View solution in original post

3 Comments 3
FritzF
Moderator

How do I remove and delete my quickbooks checking account so that my money goes to my bank rather than this checking account

Hello, @gvtuscorp.

 

I can share details about removing your checking account and changing where your money is posted in QuickBooks Online (QBO).

 

Currently, the option to delete your checking account is unavailable. However, you can make it inactive instead. Here's how to do it:

 

  1. In QBO, go to the Accounting menu at the left pane.
  2. Proceed to the Chart of Accounts tab.
  3. In your checking account, click the drop-down beside View register, then choose Make inactive.
  4. Hit Yes to complete.

 

To learn more about making accounts inactive in QBO, consider checking out this article: Make an account inactive on your chart of accounts in QuickBooks Online.

 

In addition, you also have the option to change the account where your money is posited in QBO. All you need to do is to choose your bank in the Deposit to field when receiving payments.

 

For more tips and other resources, you can always visit our website for future reference: Self-help articles.

 

Please leave a comment in this thread if you have follow-up questions about this or anything else QuickBooks. I'm always ready to help. Stay safe.

debcrater
Level 1

How do I remove and delete my quickbooks checking account so that my money goes to my bank rather than this checking account

I have the same question. Your answer is to inactivate the Quicken payment account. If I do that, will I no longer be required to become PCI compliant? Or does the account need to be closed?

 

AljhonC
QuickBooks Team

How do I remove and delete my quickbooks checking account so that my money goes to my bank rather than this checking account

Setting your Quicken payment account to inactive status does not eliminate your responsibility to adhere to PCI requirements, Debcrater.

 

If you continue to accept credit or debit card payments, you are required to adhere to PCI compliance standards, regardless of the account's status.

 

And for your second question, closing the account might eliminate the compliance requirements, but it’s advisable to verify this with your payment processor.

 

This article can provide you with additional details about PCI Compliance: Learn about QuickBooks PCI DSS Compliance Services.

 

Let us know in this thread if your questions are answered or if you need more help.

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