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How do I delete a QuickBooks checking account that doesn't have the "Disconnect this account on save" option?

Forum|Forum|2 years ago
March 10, 2024
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QuickBooks Online

Best answer by IrizA

I appreciate the troubleshooting steps you've performed to fix this issue, Mich. Let me share some steps that can help you further.

In QuickBooks Online, for the Disconnect this account on save option to appear in your account, you'll need to be in business view first.

If your checking account isn't linked to QuickBooks, it's also unlikely to see the Disconnect this account option. As a result, you can only make it inactive. After you inactivate this account, QBO will create an adjustment entry to zero out the non-zero balance of the inactive account.

On the other hand, if you connect your checking account to QuickBooks, you can see the said option in the View Register dropdown located within the Chart of Accounts.

Follow these steps:

Step 1: Ensure that you're in a business view

Step 2: If your account isn't linked, make it inactive

Skip this step if your account is already connected to QBO.

Go to the Gear icon located at the upper right corner and click the Chart of Accounts.
Find the account you'd want to make inactive.
Press the View register dropdown, and click Edit.
Choose the Make inactive.

Step 3: If your account is connected to QBO, disconnect it

Go to the Gear icon located at the upper right corner and click the Chart of Accounts.
Look for the account that's connected to QBO. You'll know that it's connected if it has an arrow icon under the Account Type column.
Click the View register dropdown, press Edit.
Find the Disconnect this account checkbox, and tick it.
Once done, press Save and Close.

Additionally, you can access this material to learn more about bank and checking accounts: Make an account inactive on your chart of accounts in QuickBooks Online.

Furthermore, you can run a report to view your inactive transactions under the account that you inactivate: Run reports in QuickBooks Online.

Drop a comment below if you need more help making your account inactive or disconnect in QuickBooks. We're always here to help you in any way we can. Have a great rest of the day.

M

Mark_AG

Hi there, @mich5428.

I'm here to guide you on disconnecting your QuickBooks checking account in QuickBooks Online. The Disconnect this account on save checkbox only appears if QuickBooks isn't downloading new transactions, and you'll need to wait a few minutes for the update to finish. You'll also need to be in Business view for this option to appear.

Here's how:

Click the Gear icon.
Click the Switch to Business view option.

However, if you still don't see the option after several minutes, you can sign in to QuickBooks using an incognito or private browser or try other browser troubleshooting options.

When you activate QuickBooks Checking, the QuickBooks Checking bank account is created. You can edit it, however you can't make it inactive. As a workaround, you can change it's name, such as No longer in use or Not active,so you'll know that you're not using it anymore.

Furthermore, if you want to close your actual QuickBooks Checking account, it needs to have a $0 balance. You can consider spending the remaining balance or transfer it to your external bank account. Once done, give us a call at the number on the back of your QuickBooks Debit Card. Our team is available to help you settle everything.

Let me know if you have additional concerns about deleting a QuickBooks checking account in QuickBooks Online. I'm always here to help you.

M

mich5428Author

Thank you for your reply. I cleared my cache and tried a different browser (Edge instead of Chrome) and the "Disconnect this account on save" checkbox still does not appear. It also wasn't updating at the time. It does have a small negative balance if that makes a difference. Does the QBO balance need to be at zero to make the account inactive? I thought QBO would automatically adjust for it.

I

IrizAAnswer