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Level 3

How do you disable bank feeds on an account on QB Desktop???

Everything I seached for online only gives instructions for quickbooks online. The options to select that are mentioned are not availble for my application.

Solved
Best answer 11-16-2017

Accepted Solutions
ProAdvisor

Re: How do you disable bank feeds on an account on QB Desktop???

@Numbers23

 

Deactivating Bank Feeds in QuickBooks desktop requires no transactions waiting to be added to that account. As long as there are still downloaded transactions in your Bank Feeds that are not yet added to QB register, deactivating that account from Bank Feeds is not possible.

You have two options to remove those transactions.

  1. Add the downloaded transactions first
  2. Delete all the downloaded transactions

If you opt to delete the downloaded transactions, then, you can mark it all and hit ignore. You can also switch to Register Mode and delete it from there. You can do that by selecting the downloaded file and delete it.

 

Deactivate Bank Feeds for an account

 

  1. From the Lists menu, select Chart of Accounts.
  2. Right-click the account that needs to be deactivated then click Edit Account.
  3. Go to the Bank Feed Settings tab.
  4. Click Deactivate all online services. You should get a confirmation that you have just disabled one or more online services for the account but it does not cancel the services with the bank. Click Ok.
  5. Click Save & Close.

*****

deactivate bank feeds.PNG Deactivate Bank Feeds for an account

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20 Comments
ProAdvisor

Re: How do you disable bank feeds on an account on QB Desktop???

@Numbers23

 

Deactivating Bank Feeds in QuickBooks desktop requires no transactions waiting to be added to that account. As long as there are still downloaded transactions in your Bank Feeds that are not yet added to QB register, deactivating that account from Bank Feeds is not possible.

You have two options to remove those transactions.

  1. Add the downloaded transactions first
  2. Delete all the downloaded transactions

If you opt to delete the downloaded transactions, then, you can mark it all and hit ignore. You can also switch to Register Mode and delete it from there. You can do that by selecting the downloaded file and delete it.

 

Deactivate Bank Feeds for an account

 

  1. From the Lists menu, select Chart of Accounts.
  2. Right-click the account that needs to be deactivated then click Edit Account.
  3. Go to the Bank Feed Settings tab.
  4. Click Deactivate all online services. You should get a confirmation that you have just disabled one or more online services for the account but it does not cancel the services with the bank. Click Ok.
  5. Click Save & Close.

*****

deactivate bank feeds.PNG Deactivate Bank Feeds for an account

View solution in original post

Level 3

Re: How do you disable bank feeds on an account on QB Desktop???

Hey Thanks for the information about deleting the transactions.

 

Unfortunately, I do not have a bank feed settings tab for that account for some reason. Some accounts have it, some do not. I created a new Credit card account and connected the bank feed and it worked fine. Even gave me the tab you're referring to with the options to edit the bank feeds.

 

But the one I need to stop does not have that tab in the edit account screen. It is a bank account. Not sure if that makes a difference or not.

ProAdvisor

Re: How do you disable bank feeds on an account on QB Desktop???

If there is no bank feed settings tab, maybe it's imported web-connect file only.

Level 3

Re: How do you disable bank feeds on an account on QB Desktop???

Will web connects still have the lightning bolt symbol?

Level 8

Re: How do you disable bank feeds on an account on QB Desktop???

Hi Numbers23, 

 

An imported WebConnect file will not have the lightening bolt icon in the chart of accounts, as this symbol indicates a bank feed is set up.

Level 1

Re: How do you disable bank feeds on an account on QB Desktop???

That should be correct, but there are glitches. I have a similar problem. Not sure how I managed it, but I have a credit card account with the lightning bolt symbol on it after importing a iif file. There are transactions on the import list that were not deleted nor approved. I turned off the feed. Now whenever i attempt to edit that credit card account, QB Premier 2017 desktop (upgraded from 2014) CRASHES. Is the a fix for this?
Level 1

Re: How do you disable bank feeds on an account on QB Desktop???

I posted a reply in January asking for info with a similar problem. Still no response from Intuit!

QuickBooks Team

Re: How do you disable bank feeds on an account on QB Desktop???

Hi there, @FuturaStoneHI,


Let me route you to the right team that can investigate further why QuickBooks 2017 crashes every time you edit the credit card account.


I need to get you in touch with our QuickBooks Technical Support Team. They have the necessary tools to run and analyze error logs to help discover why this is happening in QuickBooks.


I need to ensure your data stays safe, which is why you’ll need to contact them directly. Here’s how:


1.    Go to this link: https://help.quickbooks.intuit.com/en_US/contact
2.    Select QuickBooks Desktop.
3.    Select the version.
4.    Select a topic.
5.    Click the Get Phone Number button.


If I can be of any assistance while you’re working in QuickBooks, let me know. I’m here to help in any way I can.

 

Anonymous
Not applicable

Re: How do you disable bank feeds on an account on QB Desktop???

Click the gear icon on the top right hand side

Click on All Lists

Click on Chart of Accounts

Click on the down arrow to the right of the screen on your bank account

Click Edit

Disable bank feed, then Save and Close

Anonymous
Not applicable

Re: How do you disable bank feeds on an account on QB Desktop???

Hello Numbers23

 

Matthew from Parkway Business Solutions posted a great video on how to do this on our Ledgersync web site. 

 

Check this out and let me know if you have any questions.

 

https://ledgersync.com/use-ledgersync-quickbooks-desktop/

 

Level 1

Re: How do you disable bank feeds on an account on QB Desktop???

Great except it won't work on my QuickBooks Pro 2019 installation!  When I try to disable the bank feed by selecting "Deactivate All Online Services" then clicking on "Save & Close"  QB responds with a dialog that says "You must enter a value for all of the fields on the Online Services tab."!!!!!!!!! Of course this is maddening since technically there is no "online Services tab" on the Edit Account page!!!

 

QuickBooks Team

Re: How do you disable bank feeds on an account on QB Desktop???

Thanks for bringing this to our attention, mgrantom.

Let's work together so you can disable bank feeds in QuickBooks Desktop.

 

I've tested out a few things on my end and looks to be ok. Meanwhile, we can try running the Verifying and Rebuild tool in QuickBooks Desktop. This will help us identify the common data issues within your company file. 

Before doing this, let's secure a backup of your company file before performing the troubleshooting steps. You can refer to this article to know more about creating a backup copy of your company file in QuickBooks: https://community.intuit.com/articles/1436816.

Once done, you can now start to verify and rebuild your QuickBooks. 

To Verify:

  1. Click File at the top menu.
  2. Go to Utilities.
  3. Select Verify.

To Rebuild:

  1. Click File at the top menu.
  2. Go to Utilities.
  3. Select Rebuild.

For your reference, here is an article that can help you further with running verify/rebuild in QuickBooks Desktop: Resolve data damage on your company file.

 

Otherwise, we can resolve this by re-sorting list. If you have manually changed the order of a list, re-sorting it will also undo your changes. Please refer to this link for the steps: ​​​Re-sort lists.

 

If you continue having the same message, I suggest you get in touch with our QuickBooks Technical Support Team. They have the necessary tools to help investigate the cause of this issue.

 

Here's how to contact support:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Desktop.
  3. Select your QuickBooks Desktop version.
  4. Select a topic. 
  5. Click the Get Phone Number button.

Should you have additional questions about disabling bank feeds on an account, just let me know so I can get back to you. I'm always here to help.

Level 1

Re: How do you disable bank feeds on an account on QB Desktop???

I'm done using bank feeds and need to clean it up to disable bank feeds.  There are a lot of unmatched transactions that go back years that are not matched to the register.  I don't want to affect any balances in the registers, so if I match the unmatched entries to the register, will that cause any problems or will it just clear out the unmatched entries?

QuickBooks Team

Re: How do you disable bank feeds on an account on QB Desktop???

Thank you for joining the thread, @LisaNTC.

 

You may need to match downloaded transactions in QuickBooks so you can tell what transactions your Financial Institution has processed and which ones have not cleared the bank yet. You can also tell if your Financial Institution has processed any transactions that aren't in QuickBooks, so you can add them on your records.

 

If you agree with the match QuickBooks made, you don't need to do anything else with this transaction. The matches will be added to your register when you click Finish Later. If you don't agree with the match, unmatch the transactions. The status will be changed to unmatch.

 

Since you wanted to disable your bank feeds, you may need to match those unmatched transactions, however, there's a possibility that balances will change. For additional reference, you may check this: Add and match Bank Feed transactions.

 

If you need further assistance, you may get in touch with our QuickBooks Desktop Support. To contact support:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact#.
  2. Select your Product.
  3. Choose your QuickBooks version.
  4. Search for you concern.
  5. Click on Get Phone Number.

Feel free to leave a comment below if you have any other banking questions. Wishing you the best!

 

Level 1

Re: How do you disable bank feeds on an account on QB Desktop???

@mgrantom - I'm having the same problem where I can't disable DirectFeeds!  Did you ever get a resolution?

QuickBooks Team

Re: How do you disable bank feeds on an account on QB Desktop???

Hello there, gdknight1.

 

I want to make sure you'll be able to disable bank feeds in QuickBooks Desktop.

 

Did you encounter an error when trying to disable your Bank Feeds in QuickBooks Desktop? If you happen to experience the same exact error message as mgrantom, you may follow the steps on how to run the Verifying and Rebuild tool in QuickBooks Desktop.

 

In addition, this article provides a detailed steps on how to deactivate Bank Feeds for an account in QuickBooks.

 

For additional help, feel free to reach out to QuickBooks Desktop Support. They have wide variety of tools to use for conducting a deeper investigation about this. 

 

Here's how:

  1. ​Sign in to your QuickBooks Desktop company.​
  2. Select QuickBooks Help.
  3. Click Contact us.

Desktop Contact.PNG

If there's anything else I can help you with disabling bank feeds, just let me know. I'm always happy to help.

Level 1

Re: How do you disable bank feeds on an account on QB Desktop???

After upgrading from QB2016 to QB2019 I am no longer able to import any *.qbo file from my bank. QB2019 prompts me to create new account.  Searching for solution I landed on this page. Unfortunately, QB2019 crashes when I click Save & Close.  It will not turn off the feed.

QuickBooks Team

Re: How do you disable bank feeds on an account on QB Desktop???

Hi there, gigpatel.

 

It's possible there's a damaged data in your company file causing this unusual behavior in QuickBooks. You can run the QuickBooks File Doctor Tool to fix any damaged company file. If the same thing happens, you can check out this article for more troubleshooting option: QuickBooks File Doctor - Fix your Damaged Company File or Network.

 

Then, try importing Web Connect (.qbo) files again into your software. If you encounter any issues or error message, you can refer to this article to troubleshoot the problem: Troubleshoot Bank Feeds Web Connect import issues and errors.

 

Feel free to reply to this thread if you need anything else in QuickBooks Desktop.

Level 1

Re: How do you disable bank feeds on an account on QB Desktop???

I have tried all the above steps, and QB is still crashing when I try to disable Bank Feeds.

 

The Verify and Rebuild utility tells me that it is unable to fix the garbage routing numbers in the Bank Feeds area of all 6 accounts.

 

Please help!  There is too much data to hand-enter it all in and not download.

 

Using QB Pro 2019 (desktop)

 

Thanks!

Julie

Moderator

Re: How do you disable bank feeds on an account on QB Desktop???

Thanks for joining this conversation, Washapples.

 

Since performing the rebuild and verify data utilities was unable to fix the garbage routing numbers, I highly suggest contacting our Phone Support team. They're able to check your account using their screen-sharing (remote access) tool in a secure environment and further investigate the issue. They can also perform other troubleshooting steps if necessary.

 

Refer to this article for the detailed steps on how to reach them: Contact the QuickBooks Desktop Customer Support Team.

 

Just in case, I'm also adding these articles for future reference:

 

Deactivate Bank Feeds for an account.

Resolve data damage on your company file.

Top data damage errors in QuickBooks Desktop.

 

I want to make sure everything is taken care of for you, so let me know if you encounter any other issues in the comment section. I'm more than willing to help.

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