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May 27, 2021
Question

I n eed to delete an old bank account

  • May 27, 2021
  • 1 reply
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1 reply

May 27, 2021

Hi there, zmkelver@criteri. 

 

Let me help you delete a bank account. Before doing so, let me provide some information when deleting a bank account. However, If you're unsure, check with your accounting professional before deleting an account.

 

When you delete an account from QBO:

 

  • The account will be made inactive in QBO.
  • If the account has a non-zero balance, QBO will make an adjusting transaction.
  • Although you can make a deleted account active again, you may need to make corrections to journal entries and balances.

 

Here's how:

 

To disconnect an account: 

 

  1. Select Banking then Banking.
  2. Click the Edit icon on the account you want to change.
  3. In the Account window, check the Disconnect this account on save box.
  4. Click Save and Close.

 

To delete an account:

 

  1. Click the Gear icon at the top, choose Chart of Accounts.
  2. Find the account you want to delete in the list.
  3. In the Action drop-down, select Delete.
  4. Confirm that you want to delete the account. 

 

Check out this article for more helpful details: Disconnect or delete an account

 

Please don't hesitate to visit and post your concerns in the Community. We'd be glad to help you.  Stay safe!