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Christine2018
October 26, 2018
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Deactivate or delete bank account

  • October 26, 2018
  • 3 replies
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One of bank account is no longer used but I need to keep old transaction in Quick Book.    Is it deactivate (disconnect) this bank account?  Or delete this bank account?  

    Best answer by PreciousB

    Hi there Christine2018,


    I’m happy to provide you the difference between disconnecting and deleting a bank account.


    When you disconnect an account:

    • It stays active in QuickBooks Online (QBO) but you stop QBO from getting your transactions from your bank.
    • You can reconnect the account later.
    • The transactions in your For Review tab will be deleted. You'll want to add the transactions before disconnecting an account.

    When you delete an account from QBO:

    • The account will be made inactive in QBO.
    • If the account has a non-zero balance, QBO will make an adjusting transaction.
    • Although you can make a deleted account active again, you may need to make corrections to journal entries and balances.

    Here's how:

     

    To disconnect an account:

    1. Select Banking then Banking.
    2. Click the Edit icon on the account you want to change.
    3. In the Account window, check the Disconnect this account on save box.
    4. Click Save and Close.

    To delete an account:

     

    1. Click the Gear icon at the top, choose Chart of Accounts.
    2. Find the account you want to delete in the list.
    3. In the Action drop-down, select Delete.
    4. Confirm that you want to delete the account.

     

    You'll want to consult with your accountant if you're unsure whether to disconnect or delete a bank account.

     

    Check out this article for more helpful details: Disconnect or delete an account.

     

     

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

    3 replies

    PreciousB
    PreciousBAnswer
    October 26, 2018

    Hi there Christine2018,


    I’m happy to provide you the difference between disconnecting and deleting a bank account.


    When you disconnect an account:

    • It stays active in QuickBooks Online (QBO) but you stop QBO from getting your transactions from your bank.
    • You can reconnect the account later.
    • The transactions in your For Review tab will be deleted. You'll want to add the transactions before disconnecting an account.

    When you delete an account from QBO:

    • The account will be made inactive in QBO.
    • If the account has a non-zero balance, QBO will make an adjusting transaction.
    • Although you can make a deleted account active again, you may need to make corrections to journal entries and balances.

    Here's how:

     

    To disconnect an account:

    1. Select Banking then Banking.
    2. Click the Edit icon on the account you want to change.
    3. In the Account window, check the Disconnect this account on save box.
    4. Click Save and Close.

    To delete an account:

     

    1. Click the Gear icon at the top, choose Chart of Accounts.
    2. Find the account you want to delete in the list.
    3. In the Action drop-down, select Delete.
    4. Confirm that you want to delete the account.

     

    You'll want to consult with your accountant if you're unsure whether to disconnect or delete a bank account.

     

    Check out this article for more helpful details: Disconnect or delete an account.

     

     

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

      C
      Christine2018Author
      October 29, 2018

      Thanks for your help.   

        B
        brotherjug
        November 28, 2018

        sorry, but this does not work.

        getting all sorts of errors that the account has recurring templates. 

         

        'tried merging to a dummy account but that didn't work.

         

        bugs, bugs, bugs...everywhere.

         

        A
        AldrinS
        November 28, 2018

        Hi there, brotherjug.

         

        Thanks for letting me know about the error you receive when you tried to delete your bank account. It's always my priority to take care of you so I'm here to get you pointed in the right direction for resolving this issue.

         

        We have received similar reports from users that attempt to delete or merge their bank accounts. The engineering team is aware of this and is working diligently to resolve this in a timely manner.

         

        Please contact our Customer Care Team so they can pull up your account in a safe environment and sign you up to receive email updates as soon as they become available. Here's how to reach them:

        1. Go to https://help.quickbooks.intuit.com/en_US/contact.
        2. Select QuickBooks Online.
        3. Select Running your business in QuickBooks, then Banking.
        4. In section 2, Here's how to connect with a QuickBooks expert, click Get Phone Number.

        Rest assured, I'll keep a look out for updates and provide them as soon as they're made available to me.

         

        I appreciate your patience while this is being worked on. Please know that I'm just a post away should you need anything else. Have a great day.

        B
        brotherjug
        December 17, 2018

        it's been 3 weeks. what are you doing about this?

        L
        leigh69
        March 8, 2022

        there is no delete option in the dropdown. This is very frustrating!! The deleted account checks from another bank account keeps coming into QBO when we bring transactions in but cannot get rid of that.

        JessT
        JessT
        March 8, 2022

        Hi leigh69,

         

        I understand the feeling of being told to click on a particular option, which is Delete in this case, but it is not available on the platform. I’ll clarify this one, and then we’ll work on your transactions and accounts.

         

        The Delete option was available way back then but was replaced with Make inactive because that's literally the process of removing an account.

         

        Here are the updated steps to inactivate an account:

         

        1. Go to Settings ⚙ and select Chart of accounts.
        2. Find the account you want to delete.
        3. Select the Action ▼ dropdown and select Make inactive.

         

        You can find more information about inactivating an account in this article:  Make an account inactive on your chart of accounts in QuickBooks Online.

         

        Regarding your third sentence, can you clarify if you mean a deleted account or checks? Then, please explain your process of bringing transactions into QuickBooks that causes the checks to keep coming back into QuickBooks. This way, I can provide the necessary steps to fix your records.

         

        I will continue to help you once I get more details, but my colleagues will also jump in if I'm not at my desk. Take good care always!

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