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noemi-colon-yaho
Level 1

HOW TO REMOVE A BANK ACCOUNT?

WANT TO REMOVE A BANK ACCOUNT
2 Comments 2
Pete_Mc
Community Champion

HOW TO REMOVE A BANK ACCOUNT?

You can't actually "Delete" an Account, even though QBs often refers to deleting accounts.  What you're actually doing in making it Inactive and Hiding it from view. 

 

Once you've made the last transaction to get a $0 balance and you've Reconciled the account...

Go to your Chart of Accounts and find the Acct you want to make Inactive.  At the end use the Action drop-down menu and select Make Inactive. 

 

If you need to see this or any other Inactive Acct.  While on the Chart of Accounts, click the Gear Icon and then check the box in front of Show Inactive.  (Uncheck it to hide them again.)

MJoy_D
Moderator

HOW TO REMOVE A BANK ACCOUNT?

I can assist you with removing that bank account, @noemi-colon-yaho.

 

If your bank is linked to your online banking account, you may unlink it from the Banking page. If not, go to the Chart of Accounts and deactivate it.

 

Here's how to remove it from the Banking menu:

 

  1. Go to the Banking menu or Transactions menu and proceed to the Banking tab.
  2. Select the tile for the bank account, click the pencil icon (✎) and choose Edit account info.
  3. Click the Disconnect this account on save checkbox. 
  4. Select Save and Close.

 

QuickBooks deletes transactions that need to be categorized in the For review tab once you disconnect it. 

 

Refer to this article for more information about disconnecting accounts that are connected to online banking: Disconnect accounts connected to online banking in QuickBooks Online

 

To remove it from the Chart of Accounts:

 

  1. Go to Gear icon (⚙) and select Chart of accounts.
  2. Find the bank account you want to remove.
  3. Click the Action dropdown and choose to Make inactive.

 

See this article for more information about making your account inactive to keep your chart of accounts simple and organized: Make an account inactive on your chart of accounts in QuickBooks Online.

 

From here, you can now reconcile your other accounts to make sure they match with your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

I'm always here if you need further help removing your bank account. Let me know by leaving a reply below. Have a great rest of the day!

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