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Disconnect accounts connected to online banking in QuickBooks Online

SOLVEDby QuickBooks527Updated 3 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 them. 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 categorised in the For review tab. Upon reconnecting, depending on the date you want transactions to be brought into QuickBooks, these may or may not appear again.

Deleting accounts

Deleting an account is permanent. You won't see it on menus or lists anymore. While you hold on to your existing data on financial reports, you may delete transaction records. 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 current account, the record of those transactions stays in the current 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.

Step 1: Review your bank transactions

Before you disconnect your bank account from QuickBooks Online, be sure to take a few minutes to go through your transactions to avoid the possibility of losing data you may need. You might want to exclude certain transactions or manually add others that QuickBooks didn't automatically match.

Step 2: Disconnect your bank account

Before you disconnect your bank account, make a note of the last transaction date. This will help you avoid downloading duplicate transactions when QuickBooks asks you to pick a date to start downloading transactions when you reconnect the account.

  1. Go to Transactions, then select Bank transactions (Take me there).
  2. Make a note of the date of the last transaction. This will prevent you from downloading the same transactions twice when you reconnect your account.
  3. Select the bank account you need to disconnect.
  4. Select the pencil icon✎, then select Edit account info.
  5. Tick Disconnect this account on save.
  6. Select Save and Close.

You can reconnect the account to start downloading transactions again.

We're here to help
If you've got any questions or need a hand fixing a connection error, linking or reconciling a bank account, let us know. Sign in to QuickBooks and start a discussion in our QuickBooks Community.

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