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DebHC
Level 1

I need to update and delete two accounts in QBO that I have closed at the bank. How do Ido that?

The QBO accounts have small balances that need to be reconciled before I make the accounts inactive.
Solved
Best answer November 05, 2022

Best Answers
JessT
Moderator

I need to update and delete two accounts in QBO that I have closed at the bank. How do Ido that?

Hi DebHC,

 

As long as you still have the account in your Chart of Accounts, you can add or remove its transactions, and then reconcile it. What kind of update are you referring to? Do you want to add transactions?

 

 

To inactivate your account after reconciliation, you'll want to go to your Chart of Accounts, click the down arrow on the account line as shown below, and choose Make inactive.

 

 

On the other hand, you can go to the main support page, scroll down a bit, and click More Topics if you want to see some references from QBO.

 

If you need more help managing your accounts, feel free to go back to this thread. Take care and enjoy your weekend!

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4 Comments 4
JessT
Moderator

I need to update and delete two accounts in QBO that I have closed at the bank. How do Ido that?

Hi DebHC,

 

As long as you still have the account in your Chart of Accounts, you can add or remove its transactions, and then reconcile it. What kind of update are you referring to? Do you want to add transactions?

 

 

To inactivate your account after reconciliation, you'll want to go to your Chart of Accounts, click the down arrow on the account line as shown below, and choose Make inactive.

 

 

On the other hand, you can go to the main support page, scroll down a bit, and click More Topics if you want to see some references from QBO.

 

If you need more help managing your accounts, feel free to go back to this thread. Take care and enjoy your weekend!

DebHC
Level 1

I need to update and delete two accounts in QBO that I have closed at the bank. How do Ido that?

Thanks for the help. I have disconnected the closed accounts from the bank and made them an active in the chart of accounts. So I believe I’m all set

Pam0423
Level 1

I need to update and delete two accounts in QBO that I have closed at the bank. How do Ido that?

My accounts were hacked so I closed them and reopened them with new numbers.  I need to information from the closed accounts to appear on the quickbooks.  They no longer appear on the list of accocunts that my credit union lists but prior to closing the account they accessible.  how do I retrieve the data from the past 7 months?

ChristineJoieR
QuickBooks Team

I need to update and delete two accounts in QBO that I have closed at the bank. How do Ido that?

Let's get started on this right away, @Pam. I'll share details on how you can upload previous transactions from your bank to QuickBooks Online.

 

Once you reconnect your bank from QuickBooks Online, it will download the newest transactions.

 

With that, we need to import the banking transactions if you need to transfer all the previous files. This way, we need to choose the file date to upload in this process. 

 

Please follow the procedure below:

 

  1. From the Banking tab, go to the Banking section.
  2. Select the Link account ▼ dropdown and then Upload from the file.
  3. Select files and then choose the file you downloaded from your bank. Then select Continue in the QuickBooks account ▼ dropdown.
  4. Select the account you want to upload the transactions. Then select Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  6. Select the transactions you would like to import. Then select Continue.
  7. Select Yes.
  8. When you accept your transactions, select Done.

 

For additional insights, let me show you a glimpse of this article that will guide you on uploading your banking transaction manually.

 

Once done, you are now ready to reconcile your books. Here's an article that you can refer to for your future reference:

Reconcile an account in QuickBooks Online.

 

There you have it, @Pam. Notify us again if you require more assistance with categorizing your banking transactions. I can still guide you through the reconciliation process. 

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