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Level 1

I would like to temporarily disconnect my bank account. How do I do this?

 
3 Comments
QuickBooks Team

I would like to temporarily disconnect my bank account. How do I do this?

Hi @infinitegymnasti,

 

You can disconnect your bank account from the banking section. Let me walk you through how.

 

  1. Go to Banking, then Banking at the top.
  2. Choose the bank account, then Edit account info.
  3. Click Disconnect this account on save box.
  4. Hit Save and close.

Please see this article for more information about disconnecting or deleting an account. Feel free to also visit our page about banking and bank feeds for more tips and recommendations for your future tasks.

 

Should you have questions or other concerns, please let me know. I'd be glad to help. Thanks for joining us and have a nice day.

Level 1

I would like to temporarily disconnect my bank account. How do I do this?

Cannot find where the Edit Account info is to click and do the disconnect.  Where is it located?

QuickBooks Team

I would like to temporarily disconnect my bank account. How do I do this?

Hello there, @jane-randolph.

 

Let me step in and assist you in disconnecting your bank account.

 

You can see the Edit Account info button once your click your bank pencil icon. You can follow these steps on how:

 

  1. Go to the Banking or Transactions tab.
  2. Select the bank you want to disconnect.
  3. Click the pencil icon in the upper right corner.
  4. Choose Edit account info.
  5. Put a checkmark in the Disconnect this account on save box.
  6. Hit the Save and Close button.

 

You can use these screenshots as your reference:

 

dc banking.PNG

 

Dc banking 2.PNG

 

In case you need help connecting your bank account, you may refer to this article: Connect bank and credit card accounts to QuickBooks Online.

 

I've also added an article that helps you download your bank transactions manually: Manually download online bank transactions in QuickBooks Online.

 

If you have follow-up questions, please don't hesitate to leave a message in the comment section. I'll be happier to help. Take care, and have a great day.

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