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Hi @aand319,
I appreciate you for reaching out to us here in the Community. I can help you unlink the bank account in QuickBooks Online.
When you connect an account, the data that downloads depends on your bank. Since the transactions download automatically to the For Review tab, the only option is to exclude and delete.
To disconnect the account, you can follow these steps:
You can also check this article for more details about uploading bank transactions, like the supported file format and how to upload the data for accounts not linked to QuickBooks: Manually upload transactions into QuickBooks Online.
Drop me a comment below if you have any other questions related to QuickBooks Banking or importing data. I'll be happy to help you some more.
Hi @aand319,
I appreciate you for reaching out to us here in the Community. I can help you unlink the bank account in QuickBooks Online.
When you connect an account, the data that downloads depends on your bank. Since the transactions download automatically to the For Review tab, the only option is to exclude and delete.
To disconnect the account, you can follow these steps:
You can also check this article for more details about uploading bank transactions, like the supported file format and how to upload the data for accounts not linked to QuickBooks: Manually upload transactions into QuickBooks Online.
Drop me a comment below if you have any other questions related to QuickBooks Banking or importing data. I'll be happy to help you some more.
Once you disconnected your bank feeds, explore SlickConnect. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed.
https://www.moneythumb.com/?ref=110
Thank you! That worked!
i can not do it but i don't see
Ya, that worked for me.
Hello, I unlinked my personal bank account but the transactions still live in EXPENSES. How do I remove these expenses? Do I have to delete one by one?
Thanks for joining the thread, Lighthouse24. I can assist you with removing your transactions all at once.
Instead of deleting transactions one by one, we can remove them altogether under your Expenses account. Let me guide you on how:
For future reference, feel free to check this article to learn how to match downloaded bank and credit card transactions, put them in the correct accounts, and avoid duplicates: Match online bank transactions in QuickBooks Online.
If you have any more queries regarding transactions or any other QuickBooks-related matters, feel free to reply to this thread. I'll be more than happy to assist you further. Keep safe.
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