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Replying to:
thebake
Level 2

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Hi Betty:

 

Thank you for sharing.

 

With your information I found the only way to "Delete" the bank account was as follows:

1) Delete any transactions in the account you want to delete (I only had an opening balance transaction)

2) Be sure to DISABLE THE ONLINE DOWNLOADS FROM YOUR BANK ACCOUNT!

3) Follow the instructions to merge the account you want to delete with the one you want to keep (merge your accounts).

 

If you do not disable the online banking on the account you want to delete, then after you merge the accounts the new transactions from the "deleted" account will also download into the merged account (along with the new transactions from the merged account). This is not repairable by Intuit. In that case you will have to cancel your current subscription and create a new one. This is another option. Once you create a new subscription, you can copy information (transactions, etc.) from your old account into your new one. This will probably be a pain if you have a lot of transactions/history, so I recommend you follow the above carefully first.

 

Hopes this helped those looking to "delete" a bank account.

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