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Level 1

I uploaded the wrong banking account information at start-up. how do i remove the wrong account and add the correct account?

I want to delete all past banking account transactions prior to 3rd quarter 2020
1 Comment
QuickBooks Team

I uploaded the wrong banking account information at start-up. how do i remove the wrong account and add the correct account?

Welcome to the Community, @vfw1969post-gmai.

 

I'm here to help you sort this out all at once. You have the option to either exclude or permanently delete the downloaded prior to 3rd quarter transactions on your banking page. Follow the steps below for your guide:

 

  1. Go to the Banking menu and choose the For Review tab.
  2. Check the box beside the Date column for the transactions you want to exclude.
  3. Select Exclude.

Also, if you have recently categorized other transactions, go to the Categorized tab and then check the box before the Date column. Then click Undo to return the transactions in the For Review tab to exclude it later on.

 

To permanently delete them, you can follow the steps below:

  1. Go to the Excluded tab.
  2. Check the box before the Date column.
  3. Select Delete.

 

Once done, you can now go on and delete/inactivate it and then add the correct account.

 

  1. Click the Gear icon on the upper right and then select Chart of accounts.
  2. Click the triangle ▼ button and then choose Make inactive.
  3. Then select Yes to confirm.

 

Then create an account in the Chart of accounts window by clicking the New button on the upper right. Then you can follow the steps through this article written in the Connect bank accounts from your chart of accounts section: Connect bank and credit card accounts to QuickBooks Online.

 

Once the transactions are downloaded, you can reference these links for guidance about the reconciliation process in QBO:

Please don't hesitate to place a comment if you need further assistance with QuickBooks. I'm here to help anytime. Stay safe and well!

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