Hi mike,
Thank you for your query!
Any transactions added from the banking screen can be undone, which would post them back to the "For review" section. After that, when you disconnect the bank account, all transactions from the "For review" and "Excluded" sections will be deleted.
Here are the steps how to undo transactions and disconnect your bank card:
- Click on Banking
- Click on "In QuickBooks" tab in the middle of your screen
- If there are any transactions there, tick the little box front of "Date" to select them all
- Click on Undo on the top left of the list (this will put all transactions back to the For review section)
- On the top of the banking screen you'll find a blue bank card, in the top right corner of that card, click on the little pencil icon
- Click on Edit account info
- A little box with account information will open up, tick the box front of "Disconnect this account on save"
- Hit Save and close
As mentioned above this will delete all transactions from the Banking screen. In case the chart of account had any transactions added manually to it, it may still have those linked.
To delete a chart of account you will have to take its balance down to zero, and get rid off the transactions linked to it. Please follow these steps to delete the chart of account:
- Click on Accounting on the left hand-side menu
- Make sure Chart of account is chosen on the top tabs
- Look for your bank account
- Click Account history on the right hand-side
- If it displays any transactions, you'll have to click on the transactions, and either edit them, changing the bank or cash account on them, or delete them if they were irrelevant
- Once there are no transactions left on the account, click on Accounting again
- Click on the little arrow next to "Account history"
- Choose Delete
Let me know if you have any queries. Or, if you'd like
to go through this over the phone, you can call our dedicated team who will be
happy to assist you. Our contact details can be found here along with our
opening hours
