How to Remove Unwanted Bank Accounts from QuickBooks Online скачать в хорошем качестве

How to Remove Unwanted Bank Accounts from QuickBooks Online

Accidentally added a bank account or credit card to your QuickBooks and now need to remove it? In this video, I'll guide you through the process of deleting unwanted bank accounts or credit card entries from QuickBooks Online, ensuring your financial data remains organized and relevant. What you'll learn in this video: 🔹Overview of the Issue: Understand how and why unwanted accounts might be added to your QuickBooks. 🔹Navigating QuickBooks Bank Feeds: How to identify and review the transactions from the account you want to remove. 🔹Bulk Deleting Transactions: Step-by-step instructions to efficiently remove all transactions associated with the unwanted account. 🔹Disconnecting the Account: How to properly disconnect the bank account or credit card to prevent further data sync. 🔹Cleaning Up Residual Data: Ensuring all traces of the account are removed, including the opening balance entry. 🔹Making Accounts Inactive: Final steps to inactivate the account to tidy up your Chart of Accounts. 💬 Questions or stuck with a step? Drop a comment below or reach out through our social media channels. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online tutorials! Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/how-to-rem... Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook:   / gentlefrogllc   Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:28 - The mistake 00:52 - Account incorrectly added 01:26 - Uncategorize all transactions 01:55 - Delete opening balance 02:08 - Disconnect account 02:58 - Make account inactive 03:18 - Why do this 03:50 - Outro #quickbooksonline #qbo #bankaccount This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.