Skip to main content
February 15, 2021
Question

Hi there, It seems that all of my accounts are linked to my business account. So when I run a trial balance, it includes the other funds. How do I unkink bank accounts?

  • February 15, 2021
  • 1 reply
  • 0 views
How do I unlink bank accounts?

1 reply

February 15, 2021

Hello @mollimilner,

 

You can remove the parent account assigned to your bank account so you can unlink them from your business account. Let me show you how.

 

Normally, the structure of your bank accounts may be used to track your downloaded transactions. Let's consider reading this article before following the steps below: About bank or credit card subaccount setup.

  1. Go to Accounting.
  2. Select Chart of Accounts.
  3. Find the bank account you wish to unlink from the list of your account.
  4. Under ACTION, select the View register menu.
  5. Select Edit.
  6. Remove the checkmark on the Is sub-account selection.
  7. Click Save and Close.

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Know where you stand financially.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.