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Disconnect accounts connected to online banking in QuickBooks Online

SOLVED•by QuickBooks•528•Updated 2 days ago

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 them 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.

Disconnecting accounts connected to online banking

Instead of deleting accounts that are connected to online banking, we recommend disconnecting it. This simply stops QuickBooks from downloading new transactions. If you disconnect an account from online banking, your existing accounting data won't change. You can reconnect it any time to start downloading transactions again.

When you disconnect, QuickBooks deletes transactions that still need to be categorized in the For review tab. Upon reconnecting, depending on the date you want transactions to be brought into QuickBooks, these might appear again or not.

Deleting accounts

Deleting an account is permanent. You won't see it on menus or lists anymore. You can keep your existing data in financial reports and delete the transaction record. It's very hard to get transactions back into the account if you decide to recreate it later on.

If transactions in a deleted account are tied to other accounts in QuickBooks Online, they will remain in those accounts. For example, if you delete a credit card account, but you made card payments from your chequing account, the record of those transactions stay in the chequing account.

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.

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.
  1. Go to Transactions, then select Bank transactions (Take me there).
  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.

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