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I just started my company 10 minutes ago. I mistakenly linked a previous bank account and want to delete those transactions.

 
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Re: I just started my company 10 minutes ago. I mistakenly linked a previous bank account and wan...

I want to officially welcome you to QuickBooks Online family, rashidaua.

 

I can help you delete the bank transactions in QuickBooks Online (QBO).

 

Since you've connected a previous bank account, you can disconnect it and all the transactions in your For Review tab will be deleted.

 

Here's how:

  1. Click Banking on the left pane, then Select Banking at the top.
  2. Select the Edit (pencil) icon on the account you want to change.
  3. In the Account window, check the Disconnect this account on save box.
  4. Select Save and Close.

If you want to delete this account, here's how:

  1. Choose the Gear icon at the top.
  2. Select Chart of Accounts.
  3. Find the account you want to delete in the list.
  4. In the Action drop-down, select Delete.
  5. Confirm that you want to delete the account.

Just a friendly reminder, when you delete an account from QBO:

  • The account will be made inactive in QBO.
  • If the account has a non-zero balance, QBO will make an adjusting transaction.
  • Although you can make a deleted account active again, you may need to make corrections to journal entries and balances.

Take a look at this article for more insights: Disconnect or delete an account.

 

 

I'm also including some helpful video tutorials that help with navigating QuickBooks Online: QuickBooks Tutorials.

 

That should do it. Don't hesitate to reach out to me if you have other concerns. Enjoy your dayimage.png image.png

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