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September 13, 2021
Question

I started using qb about 6 months ago but didn’t use it. I’d linked it to my bank details however I want to start using the app from scratch, a blank canvass so to speak. How do I do this thanks

  • September 13, 2021
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1 reply

KlentB
September 13, 2021

I can definitely help you with that, robert041278-hot.

 

Since you only connected your bank account and didn't use the product, you can delete your banking details. This will wipe out all the related transactions so you can start over fresh. Here's how to do it on a web browser:

 

  1. Click the Gear icon
  2. Choose Bank Accounts.
  3. Find the account you want to delete.
  4. Select the trash icon in that section.
  5. Type “DELETE” and then select Delete to confirm the action.

Follow these steps if you're using an iOS device:

 

  1. Go to the Profile icon.
  2. Choose Settings, then select Bank Accounts.
  3. Select the bank account you want to delete.
  4. Tap Delete Bank.
  5. Confirm that you want to stop the connection and delete your data.

Here's how delete your bank data on an Android device:
 

  1. Go to the menu icon.
  2. Choose Settings, then select Bank Accounts.
  3. Tap the three dots ⋮ icon for the bank account you want to delete.
  4. Select Delete Bank and then hit Delete to confirm.

If you need some reference in setting up your QuickBooks company, you can always visit our Help Article page.

 

Feel welcome to reach out to me again with any concerns you may have. Looking forward to assisting you again.