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January 15, 2021
Question

I unlinked my bank it was not a business one, now I can't unlink it because of expenses I did receive! I want the history off my QuickBooks account.

  • January 15, 2021
  • 1 reply
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1 reply

MariaSoledadG
January 15, 2021

There are two ways on how to unlink your bank and I'll show it how, jasmine9.

 

What is the specific error message are you getting when trying to unlink your bank?

 

Furthermore, if you've attempted to disconnect your bank and is getting an error, you can delete or make an account inactive instead. But before doing so, I recommend reaching out to your accountant so you won't mess up your books.

 

Please know that deleting an account is permanent and QuickBooks creates a journal entry and moves the balance to another account once you make an account inactive. To delete or make your account inactive, follow the steps below: 

  1. Click the Gear icon and select Chart of accounts.
  2. Find the account you want to delete.
  3. Select the Action ▼ dropdown and select Make inactive.

You might also encounter an error when downloading your bank transactions to your business account, you can go to the bottom part of this link to fix the specific error.

 

Keep me posted on the process. I'll always be right here to help if you need further assistance.