Learn how to delete or disconnect a bank or credit card account from QuickBooks Online.
When you connect an account to online banking, QuickBooks automatically downloads your recent transactions.
If you decide you don't want to get new transactions from your bank, simply disconnect the account. We'll also show you how to completely delete accounts if you don't need the data from it anymore.
There's a big difference between disconnecting an account from online banking and deleting one from your chart of accounts. Here are a few tips to keep in mind.
Disconnect an account connected to online banking
|Important: Don't disconnect an account if you see a bank connection error. This may download duplicate transactions when you reconnect it. Instead, follow the steps to fix online banking errors.|
- Go to the Banking menu or Transactions menu. Then select the Banking tab.
- Select the tile for the bank account.
- Select the pencil ✎ icon, then select Edit account info.
- Select the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
- Select Save and Close.
You can reconnect the account to start downloading transactions again.