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December 5, 2023
Question

deleted bank account on the trial balance

  • December 5, 2023
  • 1 reply
  • 0 views

Hello,

There was an issue connecting the bank feeds and then when the bank feed was reconnected, a duplicate bank account was created.  We have deleted/made inactive this duplicate account but it is showing up on the trial balance with a balance.  How do I remove this duplicate account?

Thank you

1 reply

December 5, 2023

Hello MariaB2, 

 

Thanks for connecting with us here. I'll be happy to share more info about running reports and deleted bank accounts in QuickBooks. 

 

In QB Online, inactive or deleted accounts can appear on your reports. This happens when a report pulls data of the transactions posted to the account while it was still active. In order to remove the account from the report, I encourage you to check out this helpful article here that shows you how. In case you need to delete the transactions associated with the account, I recommend following the steps below as they show you how: 
 

  1. In the Chart of accounts list, locate the account and select Account history.
  2. Select the transaction, then Delete. Repeat for all other transactions.
  3. Step 3: Make the account inactive. You can make the account inactive after deleting all the transactions.
  4. Locate the account in the Chart of accounts list and select the Action ▼ dropdown, then select Make inactive.
  5. Select Yes to confirm.

Let me know if this info helps. I'll be one message away in case you need additional assistance.