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Anonymous
Not applicable

How do I Unlink my bank account

 
4 Comments 4
Rose-A
Moderator

How do I Unlink my bank account

I'd be pleased to help keep the process of unlinking your bank account easy and simple, candiceramirez19.

 

You can unlink your bank account by disabling the Disconnect this account on save option. Please be reminded that once the account is disconnected, any transactions in the For Review tab will be deleted. I'd suggest categorizing them first before doing so.

 

Here's how to unlink the account:

 

  1. Click Banking, and then choose the Banking sub-tab.
  2. Select the account you want to unlink, and then click its Edit icon, then Edit account info.
  3. In the Account window, disable the option for Disconnect this account on save.
  4. Hit on Save and Close.

 

Know that you can always visit our Help Articles page for QuickBooks Online in case you need some references for your future tasks.

 

This should keep you moving today, candiceramirez19. Don't hesitate to let me know if I can be of additional assistance while working in QuickBooks. I'm always here to keep helping. Have a good one!

Rose-A
Moderator

How do I Unlink my bank account

Hi, candiceramirez19.

 

Hope you're doing great. I wanted to see how everything is going about unlinking your bank account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

Anonymous
Not applicable

How do I Unlink my bank account

But where is "Banking" to start with?  

GebelAlainaM
QuickBooks Team

How do I Unlink my bank account

Thanks for joining the thread, @Anonymous. I'll share additional details about your concern and guide you through the process with unlinking bank account in QuickBooks Online (QBO).

The steps provided by my colleague above if for the Accountant view in your company file. Since you don't see the Banking menu from the left navigation bar, it's possible that you're in a Business view. If so, you can refer to the following steps below to unlink your bank account.
 

  1. Go to the Bookkeeping menu in the left navigation bar.
  2. Select Transactions.
  3. From the Bank transactions tab, click on the dropdown arrow beside Checking and choose the bank account you'll want to unlink.
  4. Click on the Edit icon.
  5. Select Edit account info and tick the Disconnect this account on save checkbox.
  6. Then click Save and close.
     

If you have clarification with the process, you can refer to this article: Disconnect accounts connected to online banking in QuickBooks Online.

For more details about business and accountant view in QBO: Switch between Business and Accountant view in QuickBooks Online.

I've also added this article for future reference: Reconcile an account in QuickBooks Online.

Don't hesitate to write a response below if you have any other QuickBooks concerns. I'll be happy to assist you. Stay safe!

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