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March 16, 2021
Question

How do I delete the bank account I have on file and add a different one plus a credit card? I just recently got my business bank account and credit cards open.

  • March 16, 2021
  • 1 reply
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1 reply

March 16, 2021

Hello @m-van-business-g,

 

You can mark a bank account inactive to delete them from the list of your accounts. Let me show you how.

  1. Go to Accounting.
  2. Select Chart of Accounts.
  3. Find the bank account you wish to delete.
  4. Under ACTION, select the View register menu.
  5. Select Make inactive.
  6. Click Yes.

Once done, you can go ahead and create a new account for your bank and credit card accounts. You can do so by following the steps outlined in this article: Add an account to your chart of accounts in QuickBooks Online.

 

Additionally, I've got you this helpful reference for a compilation of articles you can use while working with us: Help Articles for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.