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March 2, 2021
Question

My customer has a new bank account. QuickBooks doesn't seem to give me an option to delete the old bank account and add the new one. Help! Thanks.

  • March 2, 2021
  • 1 reply
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1 reply

March 3, 2021

Hello there, accounting480.

 

Are you referring to deleting the bank account you used for your subscription or a connected account on the Banking page? We can try deleting or inactivating a bank account through a private browser to isolate unexpected behaviors caused by stored cache files. Here are a few keyboard shortcuts you can use in opening a private browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

Then, you can follow the steps on this link on how to update your billing account: Update billing, payment, and subscription info in QuickBooks Online

 

If you're referring to your connected bank account on the Banking page, you can disconnect it and connect the new one. Just ensure that any transactions that are still in the For Review tab are categorized and added to your register. Here's how: 

 

  1. Go to the Transactions or Banking menu and select Banking.
  2. Select the bank to disconnect and click the pencil icon. 
  3. Click Edict account info and check the Disconnect this account on save checkbox. 
  4. Select Save and Close.

For more details on what happens when you disconnect an account, you can click here

 

If you're able to disconnect or update your billing information, you can switch back to the main browser and clear the cache. Other supported browsers can also help you isolate these kinds of issues. 

 

Any additional information about your concern is much appreciated. Take care and have a great day!