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October 6, 2021
Question

How do I remove bank accounts

  • October 6, 2021
  • 1 reply
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1 reply

RenjolynC
October 6, 2021

Welcome to the Community, larryjervik7071-.

 

I'll be happy to share the steps.

 

If you only want to remove the bank accounts connected to online banking, you'll want to consider disconnecting them. The process will simply stop QuickBooks from downloading new transactions. 

 

Disconnecting an account from online banking won't change your existing accounting data. You can also reconnect the account any time to start downloading transactions again.

 

Here's how:

 

  1. Go to Banking or Transactions Banking.
  2. Select the tile for the bank account.
  3. Click the pencil icon, and choose the Edit account info link.
  4. Put a check mark on the Disconnect this account on save box. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  5. Hit Save and Close.

I've got this sample screenshot for a visual guide:

 

 

For reference, you can check out this article: Disconnect or delete accounts connected to online banking.

 

On the other hand, if you decide to remove an account in the Chart of Account, you can make it inactive. This essentially deletes it.

 

Here are the steps:

 

  1. Go to Accounting Chart of Accounts.
  2. Find the account you want to delete.
  3. Select the drop-down arrow next to the View register link and choose Make inactive.
  4. Click Yes to confirm.

After making the account inactive, QuickBooks hides hides them from lists and menus, but keeps past transactions on your reports.

 

You can also read this link for more details: Delete an account on your chart of accounts in QuickBooks Online.

 

Please let me know if you need more help with the steps above or you have other concerns. I'll be around to help. Have a good day ahead!