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November 6, 2022
Question

How to delete connected bank accounts

  • November 6, 2022
  • 1 reply
  • 0 views
I connected personal accounts which I now realize I should not have for my business tracking.  How do I delete them?

1 reply

Nicole_N
November 6, 2022

Hi, @bcmcjeep-msn-com.

 

If you decide not to use that account anymore, you can either disconnect the account or make it inactive. This only stops QuickBooks from downloading new transactions. Note that disconnecting a bank account won't change your existing accounting data.

Also, if you disconnect a bank from online banking, QuickBooks deletes unreviewed transactions.

Just ensure to review and categorize transactions that are still listed on the "For review" tab.
 

Here’s how to disconnect an account:

1 Go to the Banking menu, then go to the Banking tab.

2. Select the bank you want to disconnect.

3. Click the pencil icon, then select Edit account info.

4. Uncheck the Disconnect this account on save checkbox.

5. Click Save and Close.


If you have an account that's not connected to online banking and you don't need it anymore, you can make that account inactive in your chart of accounts
 

Let me know if you have further questions about disconnecting a bank account. I'm always here to help you out. Keep safe and have a good one!