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megan-gray-talen
Active Member

How do I unlink a bank account?

I have a credit card linked to my QB account that I need to remove... how / where do I go to do that?
1 Comment 1
AileneA
QuickBooks Team

How do I unlink a bank account?

Unlinking your credit card bank account in QuickBooks Online is a breeze. You've got me here to help you succeed, Megan.  

 

Before unlinking the credit card bank account, ensure all pending transactions on the banking page are added and matched appropriately. Remember, disconnecting the account will delete uncategorized transactions in the For Review tab. Once you've completed this task and reviewed the transactions, we can disconnect the bank account. Here's how:

 

  1. Go to Transactions, then Bank transactions.
  2. Choose the tile for the bank account.
  3. Click the pencil icon, then select Edit account info.
  4. Mark check the Disconnect this account on save checkbox.
  5. Save the changes by clicking on the Save and Close button.

 

 

 

 

Following these steps will successfully unlink your bank account from QuickBooks Online. For more details on what will happen if you disconnect your bank account in QBO, please see this link: Disconnect accounts connected to online banking in QuickBooks Online

 

Additionally, here are some articles you can read to help manage your accounts and ensure the accuracy of your books.

 

  

Feel free to reach out in the Community if you need further assistance with unlinking your credit card account. You can also post here again if you have any additional banking-related concerns. Have a great day.

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