Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
Hi mike,
Thank you for your query!
Any transactions added from the banking screen can be undone, which would post them back to the "For review" section. After that, when you disconnect the bank account, all transactions from the "For review" and "Excluded" sections will be deleted.
Here are the steps how to undo transactions and disconnect your bank card:
As mentioned above this will delete all transactions from the Banking screen. In case the chart of account had any transactions added manually to it, it may still have those linked.
To delete a chart of account you will have to take its balance down to zero, and get rid off the transactions linked to it. Please follow these steps to delete the chart of account:
Let me know if you have any queries. Or, if you'd like
to go through this over the phone, you can call our dedicated team who will be
happy to assist you. Our contact details can be found here along with our
opening hours
Hi mike,
Thank you for your query!
Any transactions added from the banking screen can be undone, which would post them back to the "For review" section. After that, when you disconnect the bank account, all transactions from the "For review" and "Excluded" sections will be deleted.
Here are the steps how to undo transactions and disconnect your bank card:
As mentioned above this will delete all transactions from the Banking screen. In case the chart of account had any transactions added manually to it, it may still have those linked.
To delete a chart of account you will have to take its balance down to zero, and get rid off the transactions linked to it. Please follow these steps to delete the chart of account:
Let me know if you have any queries. Or, if you'd like
to go through this over the phone, you can call our dedicated team who will be
happy to assist you. Our contact details can be found here along with our
opening hours
I manages to somehow set up a new bank account whilst using QB on my new tablet. Without realising it i had transactions attached to the account and i stupidly deleted the account without checking. Is there anything i can do to delete the payments i had allocted to this account
I have the steps you can perform to delete the payments from a deleted bank account in QuickBooks Online (QBO), @Ennovy.
Deleting a bank account won't remove the transactions associated with it. It's because we want to make sure your books are intact and accurate. Since you want to delete those payments, here are the outline of the tasks you'll have to perform:
I'd first suggest logging into your QBO account using a browser. Some features aren't available in the mobile app on your tablet, such as reactivating the bank account. Once signed in, let's go to the Chart of Accounts menu to complete this task. I'll guide you how.
The screenshot below shows you the steps.
Second, let's manually open the payments one at a time to delete them. Here's how:
Third, make the account inactive again. To learn more about the process above, see the Completely remove deleted accounts from reports section through this article: Remove Deleted Accounts From Reports.
Also, I want to make sure I've got you covered. Based on your "realising" term, it seems you're using the UK version. If yes, kindly refer to the steps related to the process above through this article: Remove Deleted Accounts From Reports. Just go to the same section as the US article.
The mobile app features may vary on the tablet model you have. Because of this, I'd suggest using this chart through this article: Compare Mobile App Features. Just go to the iPad or Android Tablet column to learn more about the other features available in this app. You can also go to the Banking section to help you efficiently manage your bank transactions.
I'm just a post way if you need further assistance. Keep safe always, @Ennovy.
I have seen this issue crop up with so many of my clients. The frequent complaint seems to be that even if they follow all the steps, unlink the online banking then inactivate the account, they are still left with the transactions showing up in their reports. I have my clients use the following procedure.
1. Reactivate the account but do not relink it to online banking.
2. Go into the bank feeds screen and click on the categorized tab.
3. Using the check box on the left, check every transaction and then undo them all. This will put them back into the bank feed to be categorized.
4. At this point, you are able to check all the boxes on the left and exclude all the transactions.
By doing this you will eliminate the need for a journal entry, and the transactions will no longer show up in reports.
I hope this works well for you all!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here