cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Visit this post for a list of recent banking issues in QuickBooks Online.
SallyP000
Level 1

I seem to have a duplicate bank account linked to my bank. It is downloading transactions into an account I had that was not linked to a bank. Is it poss to unlink it?

I had 2 accounts, 1 linked to my bank which auto downloaded transactions and 1 not linked which I added transactions manually. It now seems that both accounts are linked to the bank which is adding the transactions to both accounts. Can I unlink it from the account I manually add transactions to?

1 REPLY 1
BabyB
QuickBooks Team

I seem to have a duplicate bank account linked to my bank. It is downloading transactions into an account I had that was not linked to a bank. Is it poss to unlink it?

Yes, you can disconnect the account you prefer to unlink, Sally.

 

Your online bank account automatically downloads recent transactions. Recording the same transactions manually will result in duplicates.

 

If you opt to maintain the account linked to QuickBooks, you must cease manually adding transactions. On the other hand, if you prefer to enter transactions manually, you can unlink the connected bank account.

 

Please review your transactions before disconnecting your bank account from QBO to avoid losing essential data.

 

Here are the steps to unlink the account:

 

  1. Go to Transactions, then select Bank transactions.
  2. Choose the bank account you want to disconnect, then click the pencil icon.


     
  3. Select Edit account info.
  4. Check the Disconnect this account on save box.
  5. Hit Save.


 

Take note of the last transaction date to prevent duplicate transactions if you choose to reconnect the account in the future.

 

Once transactions are categorized, the next step will be to reconcile transactions to ensure that the entries in QuickBooks match your bank statement, maintaining the balance and accuracy of your records.

image (25).png

 

Remember, we're here to assist with any follow-up questions about your bank account connected to QBO. The Community is available to provide the support and guidance you need.

Need to get in touch?

Contact us