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Level 1

How do I disconnect bank account feature?

 
3 Comments 3
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QuickBooks Team

How do I disconnect bank account feature?

Welcome, @1305.

 

Thanks for coming to the Community for help. I can walk you through the steps in disconnecting the account from the bank feeds in QuickBooks Online.

 

Before we proceed with the process, make sure to add and match all the pending transactions in the Banking page. Please take note that disconnecting the automatic online banking updates will delete any transactions in the For Review tab.

 

After that, follow the steps below to disconnect the account:

1.    Go to Banking on the left pane, then select Banking at the top.
2.    Choose the account you want to change, and then click Edit (pencil icon).
3.    Click Edit account info.
4.    In the Account window, check the box next to Disconnect this account on save.
5.    Hit Save and Close.

 

 


Here’s an article for more information: Disconnect or delete an account from the Downloaded Transactions page.


That should get you pointed in the right direction. Post again in the Community if you have any other questions about bank feeds, I’ll be more than happy to help.  Take care and have a great day!

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Level 1

How do I disconnect bank account feature?

How would this work if the checkbox is not there, it simply shows its linked to an account, but no checkbox exists for the disconnect?

 

Thanks!

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QuickBooks Team
QuickBooks Team

How do I disconnect bank account feature?

Let me provide a possible reason and workaround for you to disconnect the bank account, kcwebby.

 

This happens when your bank is in the process of being updated or updating in the background. Cases like this, we recommend to wait a few hours or even overnight.

 

Then, refrain from accessing the Banking center.  If the account begins the "update" process the option to Disconnect will not be available.

 

In the meantime, edit the account through the Chart of Accounts to disconnect it in QuickBooks Online (QBO).

 

Please keep me in the loop if you need a hand with managing bank transactions or any QBO related. I'm determined to ensure your success.

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