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Tcs1188
Level 1

How do I disconnect my bank account from QuickBooks

 
1 REPLY 1
Rea_M
Moderator

How do I disconnect my bank account from QuickBooks

You'll have to edit your banking information and select the Disconnect this account on save checkbox to disconnect your bank account from QuickBooks Online (QBO), @Tcs1188.

 

When you disconnect a bank account from online banking, any transactions you have in QuickBooks will remain. However, any transactions that still need to be reviewed will be removed.

 

Before doing so, please be reminded that disconnecting an account when encountering a bank connection error isn't recommended. This is because you may download duplicate transactions or opening balance entries when you reconnect it.

 

Once ready, here are the steps:

  1. Go to the Banking menu.
  2. Select the blue tile for your bank account.
  3. Click the Pencil icon to edit the account.
  4. Select the Disconnect this account on save check box.
  5. Click Save and close.

 

I've attached screenshots below for your reference.

91.PNG92.PNG

 

Moreover, you can keep your Chart of Accounts and online banking page organised. In case you no longer need a specific account, you can make it inactive. To learn more about it, kindly refer to this article for complete details: Delete an account on your chart of accounts in QuickBooks Online. It also contains steps on how to make an account active again and organise them in the system.

 

Please let me know if you have other concerns. I'm just around to help.

 

 

 

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