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September 25, 2021
Question

How do I unlink a personal credit card I no longer want to use for business expenses?

  • September 25, 2021
  • 2 replies
  • 24 views
No text available

2 replies

LieraMarie_A
Level 8
September 25, 2021

I've got all the steps you'll need to unlink the credit card account you no longer use, @kirtw.

 

When you disconnect your account from online banking, this stops QuickBooks from downloading new transactions. QuickBooks deletes transactions that still need to be categorized in the For Review tab.

 

The following steps will ensure your success:

  1. Go to the Banking menu or Transactions menu. Then, select the Banking tab.
  2. Choose the tile for the bank account.
  3. Click the Pencil ✎ icon and select Edit account info.
  4. Select the Disconnect this account on save checkbox. 
  5. Click Save and Close.

 

You can also refer to this guide for more info: Disconnect or delete accounts connected to online banking.

 

You can reconnect it any time to start downloading transactions again.

 

Feel free to drop by if you need more help with bank feeds. We're always available here to help. 

LieraMarie_A
Level 8
September 26, 2021

Hi  @kirtw

Hope you’re doing great. I wanted to see how everything is going about disconnecting your credit card account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime. 

 

Looking forward to your reply. Have a pleasant day ahead!