Skip to main content
April 7, 2021
Question

Duplicate bank setup

  • April 7, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

MJoy_D
April 7, 2021

I can help you remove the account that's causing the duplicate, @snatha1.

 

You can disconnect the account that's causing the duplicate by making it inactive. This works like deleting the bank account. This one is permanent. 

 

Let me show you how:

 

  1. Go to the Gear icon ⚙ and select Chart of accounts.
  2. Find the bank account you want to delete.
  3. Click the View Register▼ dropdown and pick Make inactive.

 

Here's the disconnect or delete accounts connected to online banking article for more information on deleting those accounts. 

 

If you have existing transactions under that account, you can unmatch downloaded bank transactions or move them to another account.

 

I'm always here if you needed more help with your bank setup and or anything else. Just let me know by leaving a reply below. Take care and have a wonderful day!