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userhello7
February 13, 2021
Question

Delete Personal Bank Account & Update Reporting?

  • February 13, 2021
  • 1 reply
  • 0 views

I accidentally added my personal bank account to my QuickBooks Online, I think I've properly deactivated it, but my reporting is still showing a "starting balance" from my personal bank account in my business reporting, any ideas how to remove EVERYTHING associated with my personal bank account on QBO, including reporting?

1 reply

S
ShiellaGraceA
February 13, 2021

Welcome to Community, @userhello7.

 

You can edit or delete the opening or starting balance to correct it. Let me walk you through how.

 

  1. Go to the Accounting menu, then tap Chart of Accounts.
  2. Locate the account, then go to the Action column and select Account history.
  3. Find the opening balance entry, then tick the opening balance entry.
  4. Edit the amount.
  5. Click Save. 

 

You can check out this guide for details: Edit an incorrect opening balance.

 

You can browse this link if you need help with other tasks in QBO.

 

Feel welcome to message me if you still have questions or concerns with your accounts. I'll be around for you. Take care and have a good one.

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