How to Delete a Bank Account in QuickBooks?

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.