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Join nowI'm setting up my business in Quickbooks while transitioning from using a personal bank account to a business one. To start I know I need to connect both bank accounts. At some point down the road I will want to disconnect the personal bank account and only use the business bank account (and then the personal account truly WILL be personal and out of my business books).
What is the best process for doing that? I will need to retain whatever transactions are in that account in my business records but then "turn it off" and disconnect it. I feel like it's best for me to understand this process before I set anything up.
Thank you!
Solved! Go to Solution.
Hello, Cheryl TB.
Thank you for reaching us here in the Community. If the account is connected to online banking, you can still see past transactions when you disconnect it. This will only stop QBO from downloading new entries. Make sure to add and match all pending transactions on the Banking page since it will delete any entries in the For Review tab.
Here’s how to unlink the connection:
However, if you’re trying to delete the bank, you’ll no longer see it from the list of accounts. This is because the process is permanent. You’ll hold on to your old information on financial reports.
If the data on the removed bank shows in other accounts in QBO, it will stay from there. For more insights about these processes, check out the following guide: Disconnect or delete an account connected to online banking.
If this is for a manually added account, this link provides an overview of what will happen when you inactivate it and instructions to delete an account on your chart of accounts in QuickBooks Online.
For future reference here's an article that will guide you on how to: Manage default and special accounts in your chart of accounts.
I'll be right here to continue helping if you need additional assistance in managing your bank transactions. Please tag my name in your comment. Stay safe!
Hello, Cheryl TB.
Thank you for reaching us here in the Community. If the account is connected to online banking, you can still see past transactions when you disconnect it. This will only stop QBO from downloading new entries. Make sure to add and match all pending transactions on the Banking page since it will delete any entries in the For Review tab.
Here’s how to unlink the connection:
However, if you’re trying to delete the bank, you’ll no longer see it from the list of accounts. This is because the process is permanent. You’ll hold on to your old information on financial reports.
If the data on the removed bank shows in other accounts in QBO, it will stay from there. For more insights about these processes, check out the following guide: Disconnect or delete an account connected to online banking.
If this is for a manually added account, this link provides an overview of what will happen when you inactivate it and instructions to delete an account on your chart of accounts in QuickBooks Online.
For future reference here's an article that will guide you on how to: Manage default and special accounts in your chart of accounts.
I'll be right here to continue helping if you need additional assistance in managing your bank transactions. Please tag my name in your comment. Stay safe!
Ok Thank you! It helps me understand the process before I start.
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