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January 29, 2022
Question

unconnecting personal bank account

  • January 29, 2022
  • 1 reply
  • 0 views

Bank accounts not associated with the business are connect to QB.  They are with the same bank.  How do I delete them to clean up QB and only see/track account directly related to the business?

1 reply

JessT
January 29, 2022

Hi there, adam-ohv.

 

I'll guide you through disconnecting your account.

 

Before disconnecting the account, you'll want to remove/undo the transactions that were already added to the register if there is. Then, you can disconnect the account.

 

Undo the added transactions:

 

  1. On the Banking page, select the personal account.
  2. Go to the Categorized tab.
  3. Select the transactions and click Undo.
  4. Confirm if prompted. The undone transactions will go to the For Review tab.

 

Disconnect the account:

 

  1. Click the bank tile again.
  2. Click on the pencil ✎ icon, then select Edit account info.
  3. Press the Disconnect this account on save checkbox.
  4. Hit Save and Close.

 

Let me know if you have other questions about your bank account or transactions.