With QuickBooks, users can perform transactions directly from their accounting software. QB can be linked directly to your bank account for synchronizing information and banking transactions. After linking a bank account, QB will automatically import information about transactions, deposits, payments and so on. You can even deposit salary in your employees’ account in order to complete the payroll process. But in case you don’t want QuickBooks to be integrated with your Bank then you can delete the same. In case of issues on following the steps on how to delete a bank account from QuickBooks give us a call.
Though there are many perks of linking a bank account with QB, still users sometimes need to delete a particular bank account from QuickBooks. There can be myriad reasons for this. In this article, we have detailed a few methods that can be used for hiding or permanently deleting a particular bank account from QuickBooks.
Hide bank account in QuickBooks.
If you want to temporarily disable a bank account, you can do so by hiding it in QB. This works just like hiding a particular folder on your computer. Later, when you want to use this bank account, you can simply make it visible again. Follow the steps given below to hide a particular bank account in QB:
- Log into QuickBooks
- Click on the setting (Gear Icon on top right corner of the screen.)
- Select Bank Accounts
- Search for the bank account you want to hide. Click on the account.
- Find the option “Hide”. Enable the hide option by clicking on the toggling bar.
You have successfully hidden a particular bank account in QuickBooks. You can repeat the aforementioned steps for hiding any other bank account in QuickBooks. To unhide any hidden bank account, simply select the account by going to Bank Account from the gear icon and disabling the hide option. In case you want to use the bank account in future, you can do so by unhiding it.
Permanently delete a bank account.
In case you want to permanently delete a particular bank account from QuickBooks then follow the steps provided below:
- Log into QuickBooks,
- Click on settings (Gear Icon),
- Select Bank Accounts from the options provided on the drop-down menu
- Select the bank account and hit delete. To confirm, type DELETE in the confirmation dialogue box.
- Hit the Delete Button.
You have successfully deleted the bank account permanently from QuickBooks. Repeat the aforementioned steps for deleting any other bank account from QB. Once the bank account is deleted, you will need to add it again if you want to work with it. Also, after deleting, no data will be synced from the deleted bank accounts.
Download data without linking to your Bank…
If you want to sync data from your bank account then, you can do so by downloading them in WebConnect format. Most banks offer information about transactions in Webconnect format. Webconnect format is supported by most accounting software. You can simply import the transactions from this file for reconciling accounts. You can add this bank account back into QB by selecting Connect Bank Account from your dashboard. You would be required to enter credentials for your bank account. Also, users need to configure transactions the first time QB syncs transactions.
Webconnect format is supported by most accounting software. You can simply import the transactions from this file for reconciling accounts. You can add this bank account back into QB by selecting Connect Bank Account from your dashboard. You would be required to enter credentials for your bank account. Also, users need to configure transactions the first time QB syncs transactions.
Webconnect is a pretty awesome way to import transactions from your Bank’s website. If you ever face issues in downloading entries within your QB software then read out this article for trouble shooting your error.
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