Disconnect accounts connected to online banking in QuickBooks Online

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 need to use that account anymore, you can either disconnect the account or make it inactive.

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.

Understanding the difference between disconnecting and making an account inactive

There's a big difference between disconnecting an account from online banking and deleting one from your chart of accounts.

If you have an account that's not connected to a bank or credit card and you don’t need it anymore, learn how to make an account inactive.

Disconnect an account connected to online banking

When you disconnect, you’ll no longer see transactions that still need to be categorised in the Pending tab. If the transactions are older than 90 days, you won’t be able to download them from the bank when you reconnect. In this case, you can still manually upload old transactions.

Important: If you see a bank connection error, don't disconnect the account until you fix the online banking errors. If you disconnect it with errors, it might download duplicate transactions when you reconnect it.

If the issue persists, sign in to QuickBooks using an incognito or private browser, or try other browser troubleshooting options.

Here’s how to disconnect an account from online banking:

To help keep your customer's account secure, direct them to sign in using the link in the following step before continuing. If they are unable to sign in, help them recover their Intuit account.

Note: You can copy the direct sign-in link and give it to your customer, if needed.

1. Follow this link to complete the steps in product.
2. Select the bank you want to disconnect, then select edit .
3. Select Edit account details.
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.