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thenailhouse813-
Level 1

How can I delete the linked bank account that pulls expenses

 
2 Comments 2
CharleneMaeF
QuickBooks Team

How can I delete the linked bank account that pulls expenses

I know it can be challenging when you can't delete the linked bank account, thenailhouse813-. I'm here to assist you with that.

 

To remove the bank account, let's disconnect it in QuickBooks Online. This stops the program from downloading new transactions. Here's how:

 

  1. Go to the Banking menu and then select the Banking tab.
  2. Select the linked bank account.
  3. Click the pencil icon, then select Edit account info.
  4. Choose the Disconnect this account on save checkbox. 
  5. Once done, click on Save and Close.

 

Please note that all downloaded bank transactions in the For Review tab will be lost and cannot be restored.

 

For more details about the process, please see this article: Delete an Account in QuickBooks Online.

 

Additionally, I've added this article that'll help you review your downloaded bank transactions and put them in the correct accounts: Categorize and Match Bank Data.

 

Please keep us posted on your progress in deleting your bank account, thenailhouse813-. It's our priority to ensure this gets resolved.

CharleneMaeF
QuickBooks Team

How can I delete the linked bank account that pulls expenses

Hi thenailhouse813-,

 

Hope you’re doing great. I wanted to see how everything about disconnecting your linked bank account in QuickBooks Online. Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
 
Looking forward to your reply. Have a pleasant day ahead!

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