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September 21, 2024
Question

How do you manually enter bank account info for automated income and expense tracking?

  • September 21, 2024
  • 1 reply
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how do i delete a bank account

1 reply

September 21, 2024

I know how to manually enter bank information and delete a bank account, Steven.

 

I'll lay down a few steps to manage your bank accounts in QuickBooks Online (QBO),

 

You'll want to connect your bank account to manually enter bank account information for automated income and expense tracking. I'd be glad to guide you on how:

 

  1. Go to the Transactions menu and select the Bank Transactions tab.
  2. Click on the Link account button.
  3. Then, choose your bank and enter your login credentials.

 

To delete a bank account, you can disconnect it from online banking if connected. You can follow the steps below. Here's how:

 

  1. Go to the Transactions menu and choose Bank Transactions.
  2. Choose the tile for the bank account.
  3. Click the pencil icon, then select Edit account info.
  4. Select the Disconnect this account on save checkbox.
  5. Tick Save and Close.

 

Once done, make it inactive from the chart of accounts. You can refer to this article for a detailed process: Make an account inactive on your chart of accounts in QuickBooks Online. It also provides steps if you want to make it active again.

 

If you'd like to add a new account to your chart of accounts, please visit this guide for the steps: Add an account to your chart of accounts in QuickBooks Online.

 

You can always count on us here in the Community if you need assistance managing your accounts. I'll be right here to help. I wish you the best.