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matt-slidinglodg
January 1, 2024
Question

How do I delete bank accounts and start again. I think I've doubled up on a few things

  • January 1, 2024
  • 1 reply
  • 0 views
Is it easier to delete my account and start again?

1 reply

R
RCV
January 1, 2024

Let me help you delete your bank account in QuickBooks Online (QBO), matt-slidinglodg.

 

When your bank account is connected to an online banking feature, you'll need to disconnect the bank connection first before removing it. Let me guide you on how.

 

  1. Go to Transactions, then select Bank transactions (Take me there).
  2. Once on the Bank transactions tab, choose the Bank Account you want to delete.
  3. Tap the Pencil on the top right of the Account.
  4. Click Edit Account Info.
  5. Scroll to the bottom and tick the Disconnect this Account on Save box.
  6. Press Save and Close.

 

This account will not appear on this screen anymore, however, the chart of accounts will still be active in the Accounting tab. If you wish to make your account inactive, please follow the steps below:

 

  1. Hover your mouse to Accounting, then select Chart of Accounts.
  2. Click the Account history drop-down under ACTION.
  3. Select Make inactive.
  4. Press Yes to confirm.

 

Also, the inactive account contains transactions, they will remain in your company file including your reports. You can check this article on How to handle the deleted account. Additionally, QuickBooks automatically downloads the most recent transactions and matches them to the ones you've already recorded. Just visit this article for your reference: Categorise and match online bank transactions In QuickBooks Online.

 

On the other hand, if you need to start over the entire company file, just follow the steps and details in this article: Delete your data and start over in QuickBooks Online.

 

I'm always around and ready to help if you have more questions about managing your bank transactions in QBO. Just click the Reply button to add your comment so I can assist you further. Keep safe. 

M
matt-slidinglodgAuthor
January 7, 2024

how do I delete  a company and start again 

    K
    Kurt_M
    January 7, 2024

    Thanks for joining the thread, Matt. We'll share details about deleting the company and starting over again inside QuickBooks Online (QBO).

     

    Before we dig deeper into your query, please know there are things you need to consider when deleting QBO data and starting with a clean slate. If the account has been active for 90 days or more, know that the option to delete data isn't available. In this case, you'll need to cancel it to start over again. You can visit this page for further guidelines: Cancel your QuickBooks Online subscription or trial.

     

    However, if your account is less than 90 days, the option to wipe out your data to start over again is available. We'll write down the steps below to get you going:

     

    1. Sign in to your QuickBooks Online account. A reminder, you must be signed in as an admin.
    2. Once you're signed in, open this link. Alternatively, you can go to the URL in your browser's address bar, delete all the text and enter the following web address instead: https://app.qbo.intuit.com/app/purgecompany
    3. To confirm you want to delete your company data, type Yes.
    4. Select OK, then Wipe data.

    For more details, please see this page: Delete your data and start over in QuickBooks Online.

     

    In addition, here are some articles to help you secure a copy of your data, help you manage your monthly subscription:

     

     

    We look forward to having you here again if you need further assistance resetting your QuickBooks and starting over again. We can also help you if you have any additional concerns related to the program. Feel free to visit us any time. Keep safe.

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