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May 20, 2021
Question

I want to remove my account from quickbooks how to I do this

  • May 20, 2021
  • 1 reply
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1 reply

MichelleBh
May 20, 2021

Hi there, @darrenhodgson1-v.

 

I'm happy to present a few easy steps on how to remove accounts in QuickBooks Online. 

 

Disconnecting/removing your account simply stops QBO from downloading new transactions from your bank. But before doing that, make sure to categorise your transactions in the For Review tab. Thus, the old data will remain in your Chart of Accounts

 

Here's how: 

 

  1. Go to the Banking tab on the left side. 
  2. Click For review button. 
  3. Add or Match the data and follow the on-screen instructions. 
  4. All categorised transactions will be forwarded to the Categorised page and in your Register. You can always review this anytime in your account. 

 

Once done, follow the instructions below to disconnect the bank. 

 

Here's how:  

 

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

 

For the complete steps, check out this article: Disconnect or delete accounts connected to online banking.

 

Additionally, you can make the Chart of Accounts inactive so this will temporarily disappear from the list. For the complete steps, visit this page: Delete an account on your chart of account. Then if you want see it soon, you can check the Include inactive

 

For more information on how QuickBooks handles deleted accounts use this article as a guide: Removing Deleted Accounts from reports

 

Please don't hesitate to leave a comment below if there's anything else you need help with. I'm always ready to help you with banking topics. Take care.