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November 7, 2021
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How can I unlink my bank account from my QuickBooks account?

  • November 7, 2021
  • 2 replies
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Not everything that happens in my bank account is business related and I don’t want every transaction showing up because then it’s delete, delete, delete and I do not have time for that.
Best answer by AlcaeusF

Hi @aand319,

 

I appreciate you for reaching out to us here in the Community. I can help you unlink the bank account in QuickBooks Online.

 

When you connect an account, the data that downloads depends on your bank. Since the transactions download automatically to the For Review tab, the only option is to exclude and delete.

 

To disconnect the account, you can follow these steps:

 

  1. On the left navigation bar, hover your cursor to Banking menu or Transactions menu and choose Banking.
  2. Select your bank account.
  3. Click the pencil ✎ icon, then press Edit account info.
  4. Put a checkmark on the Disconnect this account on save checkbox. 
  5. Hit Save and Close.

 

You can also check this article for more details about uploading bank transactions, like the supported file format and how to upload the data for accounts not linked to QuickBooks: Manually upload transactions into QuickBooks Online.

 

Drop me a comment below if you have any other questions related to QuickBooks Banking or importing data. I'll be happy to help you some more.

2 replies

AlcaeusF
AlcaeusFAnswer
November 8, 2021

Hi @aand319,

 

I appreciate you for reaching out to us here in the Community. I can help you unlink the bank account in QuickBooks Online.

 

When you connect an account, the data that downloads depends on your bank. Since the transactions download automatically to the For Review tab, the only option is to exclude and delete.

 

To disconnect the account, you can follow these steps:

 

  1. On the left navigation bar, hover your cursor to Banking menu or Transactions menu and choose Banking.
  2. Select your bank account.
  3. Click the pencil ✎ icon, then press Edit account info.
  4. Put a checkmark on the Disconnect this account on save checkbox. 
  5. Hit Save and Close.

 

You can also check this article for more details about uploading bank transactions, like the supported file format and how to upload the data for accounts not linked to QuickBooks: Manually upload transactions into QuickBooks Online.

 

Drop me a comment below if you have any other questions related to QuickBooks Banking or importing data. I'll be happy to help you some more.

aand319Author
November 8, 2021

Thank you! That worked!

Fiat Lux - ASIA
November 8, 2021

@aand319 

Once you disconnected your bank feeds, explore SlickConnect. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110