How do I disconnect an account that I connected to Quickbooks Cash through the secure bank connections?

It's great to see you here, @c-horakh-shoppin,

You can simply disconnect the account if it was connected online. I'll also show you how to completely remove the electronic feeds if you don't need the data from the bank or has connected the incorrect account. 

Here's how:

1. Go to the Banking menu. Then select the Banking tab.
2. Tap the tile for the bank account.
3. Click on the pencil ✎ icon, then select Edit account info.
4. Press the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
5. Hit Save and Close.

Once done, you can now connect the correct account for online banking. For those incorrect bank entries, exclude them from the Banking page. To guide you further with excluding bank entries, follow the steps below:

1. Go to the For Review tab.
2. Mark the box next to each transaction you want to exclude.
3. Select Exclude from the pop-up at the top.
   

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

The following link highlights the steps about excluding online banking transactions: Exclude a bank transaction from your expenses in QuickBooks Online

Let me know if there's anything else I can help you or if you're referring to something else. Tag me so I'll be notified of your response. Have a good one!

@Jen_D Thanks but this option isn't available for Quickbooks Cash. I've attached a screenshot for clarity. Any help would be greatly appreciated.

Thanks for the screenshot, c-horakh-shoppin.

It looks like you're disconnecting the QuickBooks Cash account, not the external one that is connected to it.

Since your account is connected to your QuickBooks Payments service, I recommend contacting our Merchant Team. They can help disconnect the external bank in a secure environment.

I've adding this link for additional information: Learn more about QuickBooks Cash accounts and the Cash Flow menu.

Stay in touch if there's anything else you need about this by commenting below. I'm always glad to help.

I followed these instructions to disconnect an account that we had recently closed, so that Quickbooks wouldn't keep trying to download new transactions. Unfortunately, once it was disconnected, I can no longer find the transaction history that was already in the account (which we still wanted to be able to view and work with). What now?

I used these instructions to disconnect an account that we had recently closed, so that Quickbooks would no longer try to download new transactions. Unfortunately, once I did that, the account disappeared from the Transactions tab and I can no longer find the transaction history for that account (which we wanted to be able to view and work with). What now?

Thanks for joining the conversation, @joel6653. 

I appreciate you for taking the time to perform the steps shared by my colleague to disconnect the account. Allow me to add some ideas to get this resolved.

Once you disconnect, QuickBooks deletes transactions that still need to be categorized in the For Review tab. If the transactions are older than 90 days, you won't be able to download them into QuickBooks again. For more information, see this article: Disconnect or delete accounts connected to online banking.

For the transactions that are already added or matched, you can pull up the Transaction Detail by Account. From there, you can filter and select the desired account/s under Distribution Account.

Here's how:

1. In the left menu, click Reports.
2. In the search field, type in Transaction Detail by Account.
3. Once the report is open, click the Customize button.
4. Go to the Filter section, then select the desired account/s under Distribution Account.
5. Click on the Run report button to refresh the page.

For more information about running and customizing reports, check out this article: Run reports in QuickBooks Online.

In case you want to save the current settings of your report, you can memorize them. For the detailed instructions, see this link: Memorize reports in QuickBooks Online.

Also, you might want to use these resources for more details in handling bank downloaded transactions:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online
• What to do if you see a bank error or bank transactions won’t download

That should give you the information you need, @joel6653. I'll be here should you have any follow-up questions or concerns. Take care always!