cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How to disconnect from bank feed so I can reconnect to another bank

 
1 Comment
Highlighted
Level 9

How to disconnect from bank feed so I can reconnect to another bank

1.  Select the pencil for the connect bank account and "Edit Account info", then check the box to "Disconnect this account on save".

2. Add a new account

3. If you had business expenses and deposits in the account you are disconnecting, you will want to reconcile to the close date or date you no longer used this account for business purposes

Need to get in touch?

Contact us