How to delete bank account and all related transactions

Kimo1618
Kimo1618 Quicken Windows Subscription Member
edited February 2023 in Download, Add/Update Accounts (Windows)
I mistakenly added a business bank account and updated to my personal account. How do I delete that account AND all the related transactions to that account?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Before you do that, are there ANY transfers between the business account and ANY personal account?  If so, deleting the business account will screw up those transfers also ... so the transfers need to be resolved first.
    Then, simply do TOOLS, Account List, click EDIT adjacent to the account name, click DELETE ACCOUNT, although I'd recommend doing a backup first.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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