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Disconnect accounts connected to online banking

by Intuit•38• Updated 2 weeks ago

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.

Disconnect an account connected to online banking

When you disconnect an account, you’ll no longer see transactions that still need to be categorised in the Pending tab. If the transactions are older than 90 days, you won’t be able to download them from the bank when you reconnect. In this case, you can still manually upload old transactions.

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:

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Accounting, then select Bank transactions (Take me there).
  2. Select the tile for the bank account.
  3. Select the edit icon Image of the edit icon., then select Disconnect account.
    Note: If the product is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  4. Select Disconnect to confirm.

You can reconnect the account to start downloading transactions again.

Disconnect an online banking account in the QuickBooks mobile app

If you're trying to disconnect your account via the QuickBooks mobile app, follow these steps instead:

  1. From the A bunch of numbers and letters on a tile wall.Menu, tap Accounting, then tap Bank transactions.
  2. Tap your bank account.
  3. Tap theVertical ellipses icon.icon.
  4. Tap Disconnect account, then tap Disconnect account again to confirm.

You'll still be able to see your categorised transactions.