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Frequent Contributor *
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How do you disable bank feeds on an account on QB Desktop???

Everything I seached for online only gives instructions for quickbooks online. The options to select that are mentioned are not availble for my application.

Best answer 11-16-2017 10:33 AM

Accepted Solutions
ProAdvisor

Re: How do you disable bank feeds on an account on QB Desktop???

@Numbers23

 

Deactivating Bank Feeds in QuickBooks desktop requires no transactions waiting to be added to that account. As long as there are still downloaded transactions in your Bank Feeds that are not yet added to QB register, deactivating that account from Bank Feeds is not possible.

You have two options to remove those transactions.

  1. Add the downloaded transactions first
  2. Delete all the downloaded transactions

If you opt to delete the downloaded transactions, then, you can mark it all and hit ignore. You can also switch to Register Mode and delete it from there. You can do that by selecting the downloaded file and delete it.

 

Deactivate Bank Feeds for an account

 

  1. From the Lists menu, select Chart of Accounts.
  2. Right-click the account that needs to be deactivated then click Edit Account.
  3. Go to the Bank Feed Settings tab.
  4. Click Deactivate all online services. You should get a confirmation that you have just disabled one or more online services for the account but it does not cancel the services with the bank. Click Ok.
  5. Click Save & Close.

*****

deactivate bank feeds.PNGDeactivate Bank Feeds for an account

14 REPLIES 14
ProAdvisor

Re: How do you disable bank feeds on an account on QB Desktop???

@Numbers23

 

Deactivating Bank Feeds in QuickBooks desktop requires no transactions waiting to be added to that account. As long as there are still downloaded transactions in your Bank Feeds that are not yet added to QB register, deactivating that account from Bank Feeds is not possible.

You have two options to remove those transactions.

  1. Add the downloaded transactions first
  2. Delete all the downloaded transactions

If you opt to delete the downloaded transactions, then, you can mark it all and hit ignore. You can also switch to Register Mode and delete it from there. You can do that by selecting the downloaded file and delete it.

 

Deactivate Bank Feeds for an account

 

  1. From the Lists menu, select Chart of Accounts.
  2. Right-click the account that needs to be deactivated then click Edit Account.
  3. Go to the Bank Feed Settings tab.
  4. Click Deactivate all online services. You should get a confirmation that you have just disabled one or more online services for the account but it does not cancel the services with the bank. Click Ok.
  5. Click Save & Close.

*****

deactivate bank feeds.PNGDeactivate Bank Feeds for an account

Frequent Contributor *

Re: How do you disable bank feeds on an account on QB Desktop???

Hey Thanks for the information about deleting the transactions.

 

Unfortunately, I do not have a bank feed settings tab for that account for some reason. Some accounts have it, some do not. I created a new Credit card account and connected the bank feed and it worked fine. Even gave me the tab you're referring to with the options to edit the bank feeds.

 

But the one I need to stop does not have that tab in the edit account screen. It is a bank account. Not sure if that makes a difference or not.

ProAdvisor

Re: How do you disable bank feeds on an account on QB Desktop???

If there is no bank feed settings tab, maybe it's imported web-connect file only.

Frequent Contributor *

Re: How do you disable bank feeds on an account on QB Desktop???

Will web connects still have the lightning bolt symbol?

Established Community Backer ***

Re: How do you disable bank feeds on an account on QB Desktop???

Hi Numbers23, 

 

An imported WebConnect file will not have the lightening bolt icon in the chart of accounts, as this symbol indicates a bank feed is set up.

Experienced Member

Re: How do you disable bank feeds on an account on QB Desktop???

That should be correct, but there are glitches. I have a similar problem. Not sure how I managed it, but I have a credit card account with the lightning bolt symbol on it after importing a iif file. There are transactions on the import list that were not deleted nor approved. I turned off the feed. Now whenever i attempt to edit that credit card account, QB Premier 2017 desktop (upgraded from 2014) CRASHES. Is the a fix for this?
Experienced Member

Re: How do you disable bank feeds on an account on QB Desktop???

I posted a reply in January asking for info with a similar problem. Still no response from Intuit!

QuickBooks Team

Re: How do you disable bank feeds on an account on QB Desktop???

Hi there, @FuturaStoneHI,


Let me route you to the right team that can investigate further why QuickBooks 2017 crashes every time you edit the credit card account.


I need to get you in touch with our QuickBooks Technical Support Team. They have the necessary tools to run and analyze error logs to help discover why this is happening in QuickBooks.


I need to ensure your data stays safe, which is why you’ll need to contact them directly. Here’s how:


1.    Go to this link: https://help.quickbooks.intuit.com/en_US/contact
2.    Select QuickBooks Desktop.
3.    Select the version.
4.    Select a topic.
5.    Click the Get Phone Number button.


If I can be of any assistance while you’re working in QuickBooks, let me know. I’m here to help in any way I can.

 

Active Member

Re: How do you disable bank feeds on an account on QB Desktop???

Click the gear icon on the top right hand side

Click on All Lists

Click on Chart of Accounts

Click on the down arrow to the right of the screen on your bank account

Click Edit

Disable bank feed, then Save and Close

Frequent Contributor *

Re: How do you disable bank feeds on an account on QB Desktop???

Hello Numbers23

 

Matthew from Parkway Business Solutions posted a great video on how to do this on our Ledgersync web site. 

 

Check this out and let me know if you have any questions.

 

https://ledgersync.com/use-ledgersync-quickbooks-desktop/

 

Active Member

Re: How do you disable bank feeds on an account on QB Desktop???

Great except it won't work on my QuickBooks Pro 2019 installation!  When I try to disable the bank feed by selecting "Deactivate All Online Services" then clicking on "Save & Close"  QB responds with a dialog that says "You must enter a value for all of the fields on the Online Services tab."!!!!!!!!! Of course this is maddening since technically there is no "online Services tab" on the Edit Account page!!!

 

QuickBooks Team

Re: How do you disable bank feeds on an account on QB Desktop???

Thanks for bringing this to our attention, mgrantom.

Let's work together so you can disable bank feeds in QuickBooks Desktop.

 

I've tested out a few things on my end and looks to be ok. Meanwhile, we can try running the Verifying and Rebuild tool in QuickBooks Desktop. This will help us identify the common data issues within your company file. 

Before doing this, let's secure a backup of your company file before performing the troubleshooting steps. You can refer to this article to know more about creating a backup copy of your company file in QuickBooks: https://community.intuit.com/articles/1436816.

Once done, you can now start to verify and rebuild your QuickBooks. 

To Verify:

  1. Click File at the top menu.
  2. Go to Utilities.
  3. Select Verify.

To Rebuild:

  1. Click File at the top menu.
  2. Go to Utilities.
  3. Select Rebuild.

For your reference, here is an article that can help you further with running verify/rebuild in QuickBooks Desktop: Resolve data damage on your company file.

 

Otherwise, we can resolve this by re-sorting list. If you have manually changed the order of a list, re-sorting it will also undo your changes. Please refer to this link for the steps: ​​​Re-sort lists.

 

If you continue having the same message, I suggest you get in touch with our QuickBooks Technical Support Team. They have the necessary tools to help investigate the cause of this issue.

 

Here's how to contact support:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Desktop.
  3. Select your QuickBooks Desktop version.
  4. Select a topic. 
  5. Click the Get Phone Number button.

Should you have additional questions about disabling bank feeds on an account, just let me know so I can get back to you. I'm always here to help.

Community Contributor *

Re: How do you disable bank feeds on an account on QB Desktop???

I'm done using bank feeds and need to clean it up to disable bank feeds.  There are a lot of unmatched transactions that go back years that are not matched to the register.  I don't want to affect any balances in the registers, so if I match the unmatched entries to the register, will that cause any problems or will it just clear out the unmatched entries?

QuickBooks Team

Re: How do you disable bank feeds on an account on QB Desktop???

Thank you for joining the thread, @LisaNTC.

 

You may need to match downloaded transactions in QuickBooks so you can tell what transactions your Financial Institution has processed and which ones have not cleared the bank yet. You can also tell if your Financial Institution has processed any transactions that aren't in QuickBooks, so you can add them on your records.

 

If you agree with the match QuickBooks made, you don't need to do anything else with this transaction. The matches will be added to your register when you click Finish Later. If you don't agree with the match, unmatch the transactions. The status will be changed to unmatch.

 

Since you wanted to disable your bank feeds, you may need to match those unmatched transactions, however, there's a possibility that balances will change. For additional reference, you may check this: Add and match Bank Feed transactions.

 

If you need further assistance, you may get in touch with our QuickBooks Desktop Support. To contact support:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact#.
  2. Select your Product.
  3. Choose your QuickBooks version.
  4. Search for you concern.
  5. Click on Get Phone Number.

Feel free to leave a comment below if you have any other banking questions. Wishing you the best!