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March 6, 2021
Question

Can I delete a bank account? It's in twice under different names

  • March 6, 2021
  • 1 reply
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1 reply

March 7, 2021

Hello, kristenleeloftus. 

 

You'd got me here to guide you on how to delete a bank account in QuickBooks Online. You may need to disconnect the bank connection before deleting the account.  

 

To disconnect an account: 

 

  1. Click Banking, and then select the Banking sub-tab. 
  2. Choose the account you want to delete, and then click its pencil icon, then Edit account info.
  3. In the Account window, select Disconnect this account on save.
  4. Press on Save and Close. 

 

The account stays in QuickBooks, but isn't automatically updated with downloaded transactions. To delete an account from your chart of accounts is permanent. 

 

  1. Click the Gear icon, and then choose on Chart of Accounts.
  2. Select the account you want to delete in the list.
  3. Click on the drop-down arrow beside View register and select Delete.
  4. Confirm that you want to delete the account. 

  

For more detailed information about the process, you can refer to these articles: 

 

 

Please let me know if you have any other issues or concerns by leaving a comment in this thread. I'm more than willing to assist. Have a great rest of the day!