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May 11, 2022
Question

How do I delete a bank account?

  • May 11, 2022
  • 1 reply
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1 reply

JasroV
May 11, 2022

Good day to you, @neilupson.

 

I'd be delighted to guide you on how to delete an account in your QuickBooks Online (QBO) account.

 

Before we begin, you'll want to make sure the account you want to delete or make inactive has zero balance to avoid any errors.

 

I'd also recommend working with your accountant for additional guidance. This way, we can ensure the accuracy of your accounts after making these changes.

 

When ready, here's how to delete your account:

 

  1. Go to Gear icon and select Chart of accounts.
  2. Find the account you want to delete.
  3. Select the Action drop-down menu and select Make inactive.

 

You can also check this article for more details: Make an account inactive on your chart of accounts in QuickBooks Online.

 

In case your account is connected to online banking, you can follow the details outlined in this article for guidance: Disconnect accounts connected to online banking in QuickBooks Online.

 

Once you're all set, you might want to check out this resource that can help you seamlessly organise your accounts: Reconcile an account in QuickBooks Online.

 

I'll be around if you need more help managing your accounts or your QBO. It's always my pleasure to help you in running your business flawlessly. Have a good one and stay safe!