Account management

Hi there, @William Lavasque.

I can help you successfully inactive the account in QuickBooks Online. You will have to go through your list of recurring transactions and scheduled liability payment to delete them and/or update the associated account.

Here's how to delete recurring transactions:

1. Click the Gear icon.
2. Under Lists, choose Recurring Transactions.
3. Highlight the template you would like to use.
4. In the Action drop-down arrow, choose Delete (see screenshot).
5. Click Yes.

Here's how to update the bank account associated for payroll accounting preferences:

1. Click the Gear icon.
2. Choose Payroll Settings.
3. For the Setup header, choose Preferences.
4. Select Accounting Preferences.
5. Update the Bank account (see screenshot).

After that, you can already delete (inactive) the bank.

That's it. Feel free to visit the Community site if you have questions about working in QBO. We're always here to help.