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tiffanyb_1983-ya
Level 1

How do u remove banks from your account

 
1 Comment 1
Angelyn_T
Moderator

How do u remove banks from your account

Hi Tiffany.

 

Thank you for reaching out to us here on the Community forum. I'll help you with removing your bank accounts from QuickBooks Online (QBO).

 

If your banks are connected to online banking, you can disconnect or remove it through the Banking page. Here's how:

 

  1. Open your QBO account.
  2. Click on Banking or Transactions at the left pane, then go to the Banking page.
  3. Select the tile for the bank account.
  4. Hit the pencil icon, then select Edit account info.
  5. Mark the Disconnect this account on save checkbox. If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  6. Hit Save and Close.
  7. Repeat the steps for the other bank account.

 

If you want to remove or delete an account from your Chart of Accounts, you can use this link as your guide: Delete an account on your chart of accounts in QuickBooks Online.

 

Once your banks are removed from online banking, the system will stop downloading your bank transactions. However, you can continue adding them manually by preparing an Excel CSV file and import the file or transactions to QuickBooks. For your guide, you can open this article: Manually upload transactions into QuickBooks Online.

 

If you have any other follow questions about removing banks from your QuickBooks account, please let me know by adding a comment below. I'm always here to help. Have a good one!

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