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usertillyrn2b
Level 1

I messed up and linked the wrong bank account. Now I can't seem to delete the information even though I've already unlinked the account. Is there a way to clear everythin

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

I messed up and linked the wrong bank account. Now I can't seem to delete the information even though I've already unlinked the account. Is there a way to clear everythin

Thanks for visiting the Community, usertillyrn2b.


The process to remove your bank information depends on where it's recorded in QuickBooks. For added entries, utilize the Delete option to take them out.  


Let’s use the Exclude feature to clear the transactions that are not yet added or the ones in the For Review area. I’ll guide you through the process of how to perform the following tasks.


To remove added transactions:

 

  1. Press the Banking menu on the left panel to choose the Banking option.
  2. Select the wrong account and then go to the Excluded tab.
  3. From there, tick the boxes for the entries you wish to get rid of.
  4. Then, hit the Delete button at the top.download dl.png


To Exclude:

 

  1. Tap the Banking menu on the left panel to select the Banking option.
  2. In the For review section, mark the boxes for the transactions you’re working on.
  3. Press the Exclude button.exclude.png

 

Here’s an article that provides information on when to use the Exclude feature and its effect on your account registers and reports: Exclude a bank transaction you downloaded into QuickBooks Online.


For additional resources, this guide will help you efficiently manage online banking transactions. It includes instructions on how to classify, match, and review bank data: Categorize and match online bank transactions.


Feel free to visit the Community again if you need help with QBO. I’ll be around to assist further and make sure you’re taken care of. Enjoy the rest of the day.

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