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October 12, 2021
Question

How do I remove 2 bank accounts I mistanking added?

  • October 12, 2021
  • 2 replies
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2 replies

Adrian_A
October 12, 2021

Hi there, medlinp-sbcgloba.

 

You can remove the bank accounts through the Banking page. Let me guide you with these steps:

 

  1. From the Banking tab, select Banking.
  2. Select the account that you want to delete.
  3. Click the edit (pencil) icon on the tile.
  4. Click Edit account info.
  5. On the Account page, tick the Disconnect this account on save box.
  6. Click Save and Close.

 

Then, repeat the same steps to the other account.

 

I've also added this article as your guide if you want to categorize the items on the other account: Categorize and match online bank transactions in QuickBooks Online.

 

I'll be around if ever you need help in categorizing transactions. Keep safe!

October 12, 2021

First, head to your Chart of Accounts (left menu --> Accounting --> Chart of accounts).

 

From there, find the bank accounts you'd like to remove, click the down arrow next to "View register," and select "Make inactive."

 

Though it won't actually remove the accounts completely, they should no longer appear in the banking tab. Unless you have "Include inactive" checked under your CoA settings, the accounts will not show there either.