GeorgiaC
QuickBooks Team

Account Management

Hello The Owl, thanks for joining this thread - you can remove an account that was added incorrectly from the banking screen by clicking the pencil icon above the bank balance > select edit account info > tick disconnect this account on save > save

 

Before linking foreign currency accounts in QuickBooks, check that multicurrency is turned on and then create an account for the bank. To do this, go to the Cog > Chart of accounts > New > Select Cash at bank and in hand as the account type > Choose the relevant detail type in the field below > Name the account > Set the currency > Complete any other fields as you see fit and save.

 

If you need any additional help setting up your account, you can begin a live chat where a member of our team will be able to set up a screen-share to view your QuickBooks in real-time.