We can stop your bank transactions from automatically downloading into QuickBooks Online by disconnecting your account, @darlene19. I'll help you on how you can do it.
When you connect your financial institution, QuickBooks automatically downloads the recent entries. If you unlink it, it will simply cease downloading new transactions into our system.
Please take note that if you disconnect an account, the entries that require categorization in the For review tab will no longer be visible on your dashboard. Also, that transactions older than 90 days wouldn't be downloaded when you reconnect your account. However, you can still choose to manually upload them to our program.
Once ready, you can follow these steps on successfully doing so.
- Head to Transactions, then select Bank transactions.
- Click the tile to that specific bank account.
- Go to the pencil icon, then Edit account info.
- Choose Disconnect this account on save checkbox.
- Hit Save and Close.
For reference, read this article: Disconnect accounts connected to online banking in QuickBooks Online.
You can read this article if you need to review your books to ensure they match your bank and credit card statement: Reconcile an account in QuickBooks Online.
Please be sure to let me know if you need further help stopping bank transactions from automatically coming into the system. I'll be sure to look into it.
