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Thanks for reaching out with your concern about how to stop QuickBooks Online (QBO) from pulling your husband’s business account into yours, Katy. I understand the importance of keeping your business finances separate, and I'd be glad to guide you through the process.
Firstly, you’ll need to disconnect that bank account from online banking. This action will prevent new transactions from downloading into your QuickBooks while keeping your existing data intact.
Here's how:
- Sign in to your QBO account and go to Transactions > Bank transactions.
- Select the tile for your husband’s business bank account.
- Click the Pencil icon (Edit) in the upper-right corner of the account tile.
- Choose Edit account info.
- Check the box labeled Disconnect this account on save.
- Click Save.
For additional guidance and detailed information about the process, refer to this article: Disconnect accounts connected to online banking in QuickBooks Online.
Once you've completed these steps, QuickBooks will no longer import new transactions from your husband’s business account. However, please note that any transactions that have been downloaded will still be visible in your account until you manually exclude or delete them.
Additionally, you can check out these articles for more guidance on managing your accounts in QuickBooks Online:
- Make an account inactive on your chart of accounts in QuickBooks Online
- Merge duplicate accounts, customers, and vendors in QuickBooks Online
Looking for expert help with your bookkeeping or QuickBooks setup? Our QuickBooks Live Expert Assisted team provides personalized support across a wide range of business needs, giving you the guidance you want exactly when you need it.
I hope this information helps you effectively maintain accurate records, Katy. If you have further questions or need additional assistance, please don’t hesitate to reply below. We're here to support you every step of the way.
