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tschill930-gmail
Level 1

How do i unlink a bank account in quickbooks online?

 
1 Comment 1
RhoiceW
QuickBooks Team

How do i unlink a bank account in quickbooks online?

Hi there, tschill. Let me provide some helpful information before you disconnect your bank account connected to QuickBooks Online (QBO).

 

When you disconnect your bank from QuickBooks, all uncategorized transactions in the For Review tab gets deleted. It's best to disconnect your bank account if your transactions are already categorized.

 

Here's how:

 

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

 

However, if you want to unlink your bank account from your chart of accounts, you cannot do it directly. Instead, you can make your account inactive.

 

Here's how:

 

  1. From the menu bar, Go to Transctions.
  2. Select Chart of accounts, and then look for the account you want to make inactive.
  3. Click Make it inactive.

 

I'll leave this article for you to check additional information in unlinking your bank account:

 

 

Additionally, you can check this article to learn how to categorize your transactions: Categorize online bank transactions in QuickBooks Online

 

Feel free to comment if you have other concerns about disconnecting your bank account in QBO. I'm always here to help you. Take care.

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