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crhite
Jun 8, 2020 4:16 PM UTC
Question

How do I delete a bank account?

I accidentally linked the wrong bank account to QB and now want to delete it.  When I go to the Chart of Accounts and select that account in question, the only options are:

-  View Register

-  Edit

-  Make Inactive

-  Run Report

I've seen instructions online that point to the ability to delete the account here, but I don't seem to have that capability.  I'd make inactive ,but I don't want any of the downloaded transactions (which I added before realizing it was the wrong account) to appear in any of my reporting.

 

There has to be a way.......

10 replies

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
Jun 8, 2020 5:30 PM UTC

You can click on Make Inactive to remove the account, @crhite.

 

Making it inactive will delete the account. You can go back to the Chart of Accounts to make it inactive.

 

Here's how:

  1. Go to the Gear icon (⚙) and choose Chart of Accounts.
  2. Look for the account that you'd like to delete.
  3. Click the Action (▼ )drop-down and select Make inactive.

Also, please take note on the following when you delete a bank account:

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

Check out this article for more helpful details: Disconnect or delete an account. To help you organize your transactions on your reports and tax forms in the future, see this article: Understand the chart of accounts in QuickBooks. 

 

Let us know if there's anything that you need with your bank account. We're always here to assist. 

ItsMowTime
Nov 9, 2021 7:12 AM UTC

There is no 'Chart of Accounts' option when accessing the settings via the gear icon. This is via the mobile app. Will try desktop when I get the chance but I don't have a laptop! Overall, this is super inconvenient. Why is the app unable to reauthorise bank permissions? A message pops up saying it may take up to 4 days. A week later I still cannot access my transactions. This happens everytime (every 90 days) causing business interruptions which are disruptive. If you bank with Barclays, I'd advise avoiding QuickBooks until this is resolved as it's a massive pain! 

RenjolynC
RenjolynC
Level 9
Nov 9, 2021 7:33 PM UTC

Unfortunately your first solution doesn't work. 

 

Your second solution isn't ideal. Last time I had to reauthorise my bank it involved deleting the app, reinstalling and adding the bank back again. It's not exactly a smooth process. Looks like I'll be (reluctantly) doing that again. Is this really the best QuickBooks can come up with? 

 


Thanks for getting back here, ItsMowTime.

 

I'd like to share another solution that can help you access the Chart of Accounts menu and your bank transactions.

 

If you haven't tried using the browser on your mobile phone, let's do that by following the steps below.

 

To open the chart of accounts, here's how:

 

  1. Open the browser in your mobile device.
  2. Search for https://qbo.intuit.com and sign in to your QuickBooks Online account.
  3. Once logged in, you can select the hamburger icon located in the upper left corner and choose Accounting to access the Chart of Accounts. Or, go to the ellipsis icon located in the upper right-hand corner and select Settings > Chart of Accounts.
  4. Select the account you want to edit or make inactive.

To access your transactions, you can follow these steps:

 

  1. Go back to the hamburger icon and select Transactions > Banking.
  2. Choose your bank from the drop-down menu.
  3. Click the bank icon and select Update. This is to update your bank with the new transactions.

For instructions on categorizing or matching your transactions, you can check out this article: Categorize and match online bank transactions in QuickBooks Online.

 

If you're still getting a pop-up message and not able to access the data, I'd recommend reaching out to our Customer Care Team. They have more tools to investigate what's causing this behavior and help you further.

 

Here are the steps:

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Start a chat or Call us.

If you have the new QuickBooks Assistant help update, you can follow these steps:

  1. In your QuickBooks Online account, go to the Help > Assistant.
  2. Type Talk to a human and click the Contact a human button.
  3. Select Live Chat / Call me back.

In case you need help with other task in QuickBooks Online, please feel free to visit our general help topics page. Just type your concern in the search field and this page will route you to the related help articles, Community discussions, video tutorials and more.

 

You can also leave a reply on this thread and we'll get back to you as soon as possible. Take care.

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