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October 13, 2021
Question

Hi, How do I turn off the bank feed to an account in QuickBooks to stop it importing transactions for a client as we're setting up a new company for them?

  • October 13, 2021
  • 1 reply
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My client is no longer self employed and has now set up a limited company which is where we want the transactions to be linked.

1 reply

October 13, 2021

Hello Jo-chris-wood, Welcome to the Community! In Self Employed if you go to the cog in the top right>bank accounts> and select the rubbish bin icon it will disconnect the account, we do have to advise it will also remove the transactions added to Self Employed as well. If you do not want to do that the best option is probably for your client to log on to their online banking with their bank and go to third parties connected in the settings and remove QB which just means they are no longer authorising the connection.