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shampoochie76-gm
Level 1

Im not sure how but my personal bank account is connected to my business. How can I unconnect it? Can I delet my personal stuff?>

Should I just start over with quick books?
3 Comments 3
Rose-A
Moderator

Im not sure how but my personal bank account is connected to my business. How can I unconnect it? Can I delet my personal stuff?>

Sending good vibes to you, shampoochie76-gm. I'd be glad to help you delete your stuff and un-connect your personal bank account in QuickBooks Online.

 

Yes, you can delete your personal stuff in QuickBooks Online by excluding them from the banking page.

 

Here's how:

 

  1. Click Transactions in the left panel and choose Banking.
  2. In the For Review tab, select the personal transactions. 
  3. Tap on the Exclude button.
  4. Go to the Excluded tab, select the transactions again.
  5. Hit the Delete button.

 

Once deleted, you can follow the steps in this article to un-connect your bank account: Disconnect or delete accounts connected to online banking. This will provide you more details about the disconnecting process as well as deleting accounts in QuickBooks.

 

I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

Please know that I'm just a post away should you need anything else. I'm always here to help and ensure that your questions are addressed accordingly. Wishing you a wonderful week ahead.

Rose-A
Moderator

Im not sure how but my personal bank account is connected to my business. How can I unconnect it? Can I delet my personal stuff?>

Hi, shampoochie76-gm.

 

Hope you're doing great. I wanted to see how everything is going about the personal bank account you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

TOAKS
Level 2

Im not sure how but my personal bank account is connected to my business. How can I unconnect it? Can I delet my personal stuff?>

I have the same issue so I will try your suggestion. Thank you. 

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