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October 19, 2024
Question

How to delete bank account

  • October 19, 2024
  • 1 reply
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I connected wrong bank account.  how can I delete the bank account

1 reply

October 19, 2024

I can assist you in deleting the wrong bank account connected to your QuickBooks Online (QBO), Yuki. 

When it comes to handling bank accounts you no longer need, you have two primary options: disconnecting the account or making it inactive. Disconnecting ensures that your existing accounting data remains untouched and you can easily reconnect the account if needed in the future. Follow these simple steps to disconnect it:

 

1. Go to Transactions, then Bank transactions.
2. Select the tile for the bank account.
3. Select the pencil icon, then select Edit account info.
4. Select the Disconnect this account on save checkbox.
5. Select Save and Close.

 

After you disconnect, please note that any transactions needing categorization in the For review tab will no longer be visible. You can refer to this comprehensive article for a more detailed discussion on this process: Disconnect accounts connected to online banking in QuickBooks Online.

 

For future reference, check out this article to review categories for automatically downloaded transactions: Categorize online bank transactions in QuickBooks Online.

 

If you have more questions about bank accounts, feel free to tag me in the comments. I'll be happy to loop back and answer them. Have a wonderful weekend.