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yangn
Level 1

Can we remove a bank account link in QBO?

 
1 Comment 1
JamesM
QuickBooks Team

Can we remove a bank account link in QBO?

Hello yangn,

 

Sometimes it's necessary to unlink a bank account from QuickBooks and I'll be happy to show you how. QuickBooks is a powerful program which helps you get ahead with your work. 

 

Here's how to disconnect your bank account with just a few easy steps:

  1. Go to the Banking menu or Transactions menu. Then select the Banking tab.
  2. Select the tile for the bank account.
  3. Select the pencil ✎ icon, then select Edit account info.
  4. 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.
  5. Select Save and Close.

You can reconnect the account to start downloading transactions again. It's also important to note that deleting an account from your chart of accounts is permanent. If you're sure this is what you want to do, here's how to delete an account and make it inactive.

 

I encourage you to check out this helpful article with more on how to: Disconnect or delete accounts connected to online banking. Give this a try and let me know how you make out. I'll be one message away. :) 

 

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