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Jubil24
Level 1

Unlinking personal account

 
1 Comment 1
GlinetteC
Moderator

Unlinking personal account

Hi there, Jubil24.

 

I can help unlink your personal account.

 

If you're referring to disconnecting your personal account to online banking, I can walk you through the steps. Before doing so, ensure all transactions are added and categorized in the For review tab.

 

To disconnect a bank account:

 

  1. Navigate the Transactions tab, then Bank transactions.
  2. Select the tile for the bank account.
  3. Click the pencil ✎ icon, then select Edit account info.
  4. Select the Disconnect this account on save checkbox. 
  5. Tap Save and Close.

 

You can use this article for more information on what will happen if you disconnect your bank account in QBO: Disconnect accounts connected to online banking in QuickBooks Online.

 

I'm also adding here some resources that can help you reconcile your accounts to ensure the accuracy of your books.

 

 

If you have further bank-related concerns or other issues, post them in the comment below. I'll be sure to lend a hand again.

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