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May 12, 2020
Question

How to disconnect direct bank feed

  • May 12, 2020
  • 1 reply
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1 reply

Rose-A
May 12, 2020

Good day, llee-theresa.

 

I'm here to help and share some information regarding disconnecting an account in QuickBooks Online. Once the account is disconnected, any transactions in the For Review tab will be deleted.

 

See the steps below to disconnect the account:

 

  1. In QuickBooks go to Banking and select the affected bank account
  2. Select the Edit ✎ icon to the right of the bank name and select Edit account Info
  3. In the Account box, scroll to the bottom and check Disconnect this account on save
  4. Save and Close.

If you want to reconnect the account, here's how:

 

  1. Go to your bank's website and navigate to the point where you enter your login credentials
  2. Copy the address at the top of the page (starts with http), by highlighting the entire address and pressing Ctrl+C
  3. In QuickBooks, go to Banking and select Add account
  4. In the 'Enter your bank name or URL' field, paste the address copied in step 2 (above), press Enter, and try connecting again.

To learn more about disconnecting and reconnecting a direct bank feed in QuickBooks, you can go through this article: Troubleshoot issues with Bank Feeds.

 

The following write-ups contains more information about the direct feed feature in QuickBooks Online:

 

Understanding if you can upgrade your bank feeds to Open Banking

QuickBooks Direct Feeds Frequently Asked Questions (FAQ)

 

If there's anything else I can help you with, please let me know. I'd be more than willing to lend you a hand.