Let's start by learning how to hide bank accounts in QuickBooks before moving on to knowing How to Delete a Bank Account in Quickbooks.
If you want to keep transactions from a certain bank account hidden in QuickBooks, you can do so. This will prevent new transactions from being downloaded into QuickBooks, allowing you to restore all of your present data.
To begin hiding a bank account in QuickBooks, follow the steps outlined below:
Step 1: Open QuickBooks Self-Employed on your browser first.
Step 2: Select the gear icon and select Bank Accounts from the drop-down menu.
Step 3: Select the account you want to conceal.
Step 4: Toggle the Show Account Section to OFF in the Show Account Section.
This will save all of the information but prevent you from viewing the transactions any further. Follow the above-mentioned actions to switch ON the toggle and view the bank account once more.
Returning to the main section, below are the additional steps for canceling a bank account in QuickBooks:
Step 1: Open QuickBooks Self-Employed on your browser first.
Step 2: Select the gear icon and select Bank Accounts from the drop-down menu.
Step 3: Select the account you want to conceal.
Step 4: The Trash icon is the fourth step.
Step 5: Type "DELETE" and select Delete to confirm the action.
Aside from the methods outlined above, you may also select to delete transactions imported from a specific CSV file.
Here's how you should go about doing it:
Step 1: Select Imports from the gear icon.
Step 2: Select the bank account into which the CSV file was loaded.
Step 3: Select the Trash icon next to a file in the Files Imported section. It would remove all transactional data from a CSV file that had been imported.
You may now remove a bank account from an iPhone/iPad or an Android Phone/Tablet due to the convenience of application.
To delete a bank account in QuickBooks, begin by following the steps outlined in this section.
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You may easily disconnect a bank account from QuickBooks and also permanently delete it. To disconnect the account, you can find the Disconnect this Account on Save option helpful. As you plan to delete a bank account in QuickBooks, you may also want to make it inactive. You can also make it inactive by reaching out to the Make Inactive button in the software.
Option 1: To Disconnect and Delete the Bank Account
For disconnecting, as well as deleting, a bank account on a permanent basis, launch QuickBooks and select Banking from the left. After that, go to the sub-tab for the Banking option. Choose the account to be deleted and tap on its Edit button. Press the Edit Account Info option. Then opt for Disconnect this Account on Save from the Account menu. Hit Save and Close right after this step.
To permanently delete a bank account from QuickBooks, follow the rest of the procedure.
For disconnecting a bank account, launch “QuickBooks”.
Select “Banking” at the left of the page.
Next, head towards the “Banking” option sub-tab.
Choose the account that is to be deleted.
Once chosen, hit on its “Edit” button.
Click on “Edit Account Info”.
Tap on “Disconnect this Account on Save” from the “Account” menu.
Press “Save and Close”.
This will disconnect your Bank account from QuickBooks. Now, if you want the account to be permanently erased, keep going through these steps:
Look for the “Gear” symbol in QuickBooks.
Open “Chart of Accounts”.
Choose the account that you want to be permanently deleted.
You will find a drop-down by the side of “View Register”. Tap it.
Click on “Delete”.
Confirm to delete the selected bank account.
Option 2: To Make the Account Inactive
In QuickBooks, you may delete a bank account by making it inactive. For that, you need to select the Gear button in your QuickBooks account. Then you have to search for the account which you want to be deleted. Further, move towards the drop-down bar named Action. In the end, press on Make Inactive.
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Rachel Gomez