cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
userbronwinw
Level 1

How do I delete or delink a banking account? I accidently linked 2x account details. Personal and business and now it's pulling through transactions for both

 
3 Comments 3
jamespaul
Moderator

How do I delete or delink a banking account? I accidently linked 2x account details. Personal and business and now it's pulling through transactions for both

Hello, userbronwinw.

 

I'll show a couple of ways to delink a bank account from QuickBooks Online. 

 

You can delink or disconnect a certain bank account by going to the Banking page. Here's how to do it: 

 

  1. Go to the Banking page. 
  2. Select the account you want to disconnect (click the blue box widget). 
  3. Inside the box, click the Pencil icon.
  4. Select Edit account info.
  5. Check Disconnect this account on save, then click Save and Close

 

disco1.PNGdisco2.PNG

 

Alternatively, you can go to the Chart of Accounts page to disconnect the account: 

 

  1. On the Chart of Accounts page, find the connected bank account you want to disconnect.
  2. Click the arrow icon beside Account history, then select Edit.
  3. Check the Disconnect this account on save box again, then hit Save and Close

 

Here's an article for reference in case you want more details about the disconnection process: Disconnect or delete accounts connected to online banking.

 

If you happen to come across any difficulties categorizing your bank transactions, you can check this article for a guide: Categorise and match online bank transactions in QuickBooks Online.

 

I'll keep this thread open in case you have more questions about managing your bank accounts or transactions in QuickBooks. If you have any other concerns, don't forget to add them to your reply. I'm here to help. 

TSJ0601
Level 1

How do I delete or delink a banking account? I accidently linked 2x account details. Personal and business and now it's pulling through transactions for both

I unlinked the 2 accounts, but I would like to remove them completely from the chart of accounts.  The $ balance that was in the accounts still shows up.  Is making the account inactive my only option.  These 2 accounts should never have been linked with this company.

 

AbegailS_
QuickBooks Team

How do I delete or delink a banking account? I accidently linked 2x account details. Personal and business and now it's pulling through transactions for both

Hi there, @TSJ0601.

 

Yes, you're right you can inactive the account since deleting the account isn't possible. 

 

If you want to zero out the inactive account balance, you can activate it and manually delete the transactions

 

Here’s how:

 

  1. Go to Accounting on the left panel to choose Charts of Accounts.
  2. On the All Lists page, click the Account History link for the bank you’re working on.
  3. Click on the entry to expand the line and then hit the Delete button.
  4. Press Yes to confirm the deletion.

Check out the How to delete inactive transactions that appear in the chart of accounts guide for more information. It also contains instructions on how to activate an account as well as steps to inactivate one.

 

We also have a guide on deleting an account to make it inactive that I'm sure you'll find helpful. It contains steps that'll walk you through the process.

 

Please comment anytime if you have other questions or concerns. I'll be around to assist you every step of the way. Thanks for joining us today and I wish you have a wonderful day ahead.