Skip to main content
March 14, 2021
Question

Is there a way to remove credit cards and bank accounts from my Quickbooks account myself or does a Quickbooks agent have to do it for me? If there is a way, how?

  • March 14, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 14, 2021

Hello, markhopkins2602.

 

You can actually remove connected credit cards or bank accounts by yourself. I'll show you how to do it. 

 

You'll want to go to the Banking page to remove the connected bank accounts. Here's how: 

 

  1. Go to the Banking menu.
  2. Select the box for the bank account.
  3. Click the pencil icon at the top-right corner of the box. 
  4. Proceed with Edit account info
  5. Check the Disconnect this account on save checkbox. 
  6. Click Save and Close.

 

 

Your bank account will be disconnected from QuickBooks Online. 

 

If you want to remove those bank accounts listed in your Chart of Accounts, you can make them inactive. Here's how: 

 

  1. Go to your Chart of Accounts.
  2. Find the bank account you want to remove.
  3. Click the pencil icon beside View register.
  4. Select Make inactive

 

 

Learn more about this process from this article: Disconnect or delete accounts connected to online banking

 

Need help recording your transactions manually or need assistance with other processes? Check out other articles in our general articles list page

 

I'm willing to help you out again if you want to accomplish something else in QuickBooks Online. Just lay down the details here and I'll reply back to you.