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

I have duplicate bank accounts in my qbo

i have duplicate bank accounts in my qbo
1 Comment 1
MichelleBh
Moderator

I have duplicate bank accounts in my qbo

I have steps to resolve your duplicate bank accounts, @info

 

I'm happy to help fix your duplicate bank accounts in QuickBooks Online. This way, you can manage your bank transaction seamlessly. 

 

If you're referring to your chart of accounts, I'd recommend making them inactive. This way, they will not show in your reports and account history. 

 

Go as follows: 

 

  1. Go to the Accounting tab and select Chart of Accounts
  2. Locate the duplicate account in the list. 
  3. Click the small drop-down arrow under Action and pick Make inactive
  4. Hit Yes

 

For more details, see this link: Make an account inactive on your chart of accounts in QuickBooks Online

 

If you're referring to your connected bank account, you have the option to disconnect that in the system. Ensure to exclude all transactions in the For review tab if they have already been downloaded. 

 

Here's how: 

 

  1. Go to the Banking tab and select For review
  2. Mark all the transactions in the list.
  3. Click Exclude.

 

Once done, follow the steps below to delete the connection:

 

  1. Go to the Banking menu and choose the tile for the bank account.
  2. Click the pencil icon and select Edit account info.
  3. Hit the Disconnect this account on save checkbox. 
  4. Press Save and Close.

 

For your reference about the process, please see this article: Disconnect accounts connected to online banking in QuickBooks Online. 

 

If you wish to link another bank account, follow this article: Connect bank and credit card accounts to QuickBooks Online. Remember to categorise and regularly reconcile the bank to ensure they match your statements. 

 

In addition, here's an article to help you fix the accounts you've already reconciled and some banking errors in QBO:

 

 

Please return to the Community if you have further questions about bank transactions or other related issues. Keep in mind that I'm always willing to help. Keep yourself safe always, info.