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ntsalarm
Level 1

I link my bank account, can I delete it from my quickbook account?

 
1 Comment 1
Jelayca V
QuickBooks Team

I link my bank account, can I delete it from my quickbook account?

Yes, you can disconnect a bank account from online banking in QuickBooks Online (QBO), @ntsalarm. I'd be happy to provide more details about this and assist you through the steps.

 

To clarify, while you cannot delete a bank account from your QuickBooks account, you can disconnect it to prevent QuickBooks from fetching new transactions.

 

Rest assured, disconnecting an account from online banking will not alter your existing accounting data, and you can reconnect it at any time to resume downloading transactions. To proceed, follow these steps:

 

  1. Navigate to Transactions, then Bank transactions.
  2. Choose the tile for the bank account and click the pencil icon.
  3. Select Edit account info and check the Disconnect this account on save box.
  4.  Save and Close once done.
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Moreover, if you wish to remove or disconnect an account that isn't linked to online banking, but instead have an account that isn’t tied to a bank or credit card and is no longer needed, you can mark that account as inactive in the Chart of accounts (COA), which will exclude it from your list of active accounts.

 

For more details and information, please check out this article: Disconnect accounts connected to online banking in QuickBooks Online.

 

Additionally, here’s a detailed guide on keeping your QuickBooks accounts in sync with your actual accounts: Reconcile workflow.

 

Please let me know if you have any other questions about banking in QuickBooks, @ntsalarm. I will respond as quickly as I can to assist you.

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