Learn how to delete or disconnect a bank or credit card account from QuickBooks Online.
When you connect an account to online banking, QuickBooks automatically downloads your recent transactions. If you decide you don't need to use that account anymore, you can either disconnect the account or make it inactive.
There's a big difference between disconnecting an account from online banking and deleting one from your chart of accounts. Here are a few tips to keep in mind.
Understanding the difference between disconnecting and making an account inactive
There's a big difference between disconnecting an account from online banking and deleting one from your chart of accounts.
We recommend disconnecting accounts that are connected to online banking instead of deactivating them. This simply stops QuickBooks from downloading new transactions. If you disconnect an account from online banking, your existing accounting data won't change. You can reconnect it any time to start downloading transactions again.
If you have an account that's not connected to a bank or credit card and you don’t need it anymore, learn how to make an account inactive.
Disconnect an account connected to online banking
When 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.
Important: If you see a bank connection error, don't disconnect the account until you fix the online banking errors. If you disconnect it with errors, it might download duplicate transactions when you reconnect it.
Here’s how to disconnect an account from online banking:
- Go to Bookkeeping, select Transactions, then Banking (Take me there).
- Select the tile for the bank account.
- Select the pencil ✎ icon, then select Edit account info.
- Select 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.
- Select Save and Close.
You can reconnect the account to start downloading transactions again.