Hi, Joe105.
I can help you with disconnecting your bank account. Before you proceed with the process, make sure to add and match all the pending transactions in the Banking page. Keep in mind that disconnecting the automatic banking updates will delete any transactions in the For Review tab.After that, follow the steps below to disconnect the account:
- Go to Banking on the left pane, then select Banking at the top.
- Choose the account you want to change, and then click Edit (pencil icon).
- Click Edit account info.
- In the Account window, check the box next to Disconnect this account on save.
- Hit Save and Close
This article will provide more information if needed: Disconnect or delete an account from the Downloaded Transactions page. I'm here to help as well if you have any questions.
