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civicpub
Level 1

How to unlink my credit card account so that it does not load the transactions?

I need to unlink my credit cards to stop loading the transactions. How do I do that?
3 Comments 3
Adrian_A
Moderator

How to unlink my credit card account so that it does not load the transactions?

Good day, civicpub!

 

Stopping the system to download transactions is just clicks away. I'm here to guide you.

 

You can disconnect your account. If you disconnect accounts from online banking, your existing accounting data won't change. You can reconnect it any time to start downloading transactions again.

 

 By doing this, QuickBooks deletes transactions that still need to categorize. If the transactions are older than 90 days, you won't be able to download them into QuickBooks again.

 

Here's how to disconnect accounts:

 

  1. From the Banking tab, select Banking.
  2. Select the tile for the bank account.
  3. Select the ✎ (Edit) icon, then click Edit account info.Screenshot 02.jpg

     

  4. Select the Disconnect this account on save checkbox. 
  5. Click Save and Close.Screenshot 03.jpg

     

Once you're ready to get the latest transaction, you can connect the account again. I've added these links for the detailed steps:

 

 

There you have it, civicpub. You can pin the links I shared for your future guide when managing bank transactions.

Pearl189
Level 2

How to unlink my credit card account so that it does not load the transactions?

 

Open QuickBooks, click "Lists" in the Menu and select "Chart of Accounts." A list of all of your accounts appears.

 

Double-click your credit card account to view all of the transactions completed with that account.

Click the first transaction in the list and then click "Edit Transaction." Information about the transaction appears in a new window.

Click "Delete" in the toolbar. A warning appears informing you that the transaction was used to pay a bill, and that deleting the transaction makes the bill outstanding in QuickBooks. Click "OK" and then "Save & Close" to finish deleting the transaction.

Delete the remaining transactions associated with the credit card account. Intuit does not include a mass-delete option for transactions.

Right-click the name of the credit card account in the "Chart of Accounts" window and select "Delete Account." Confirm the deleting action by clicking "OK."

Pearl189
Level 2

How to unlink my credit card account so that it does not load the transactions?

This way you can try :  MyCCPay Log In

How do I unlink (remove) my debit/credit card?
  1. Tap Spending Account.
  2. Tap Linked cards.
  3. Tap the card to unlink.
  4. Tap Delete (trash can icon). ( For security purposes, you might be prompted to log in again._
  5. The card is removed.
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