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March 6, 2021
Question

How do I disconnect an account that I connected to Quickbooks Cash through the secure bank connections?

  • March 6, 2021
  • 1 reply
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I was trying to fund my Quickbooks Cash account and I thought I was connecting my checking account for transfers but it connected the account and now the balance of my checking account is displayed in Quickbooks Cash as well as all of my transactions. How do I disconnect this account from Quickbooks Cash?

1 reply

Jen_D
March 6, 2021

It's great to see you here, @c-horakh-shoppin,

 

You can simply disconnect the account if it was connected online. I'll also show you how to completely remove the electronic feeds if you don't need the data from the bank or has connected the incorrect account. 

 

Here's how:

 

  1. Go to the Banking menu. Then select the Banking tab.
  2. Tap the tile for the bank account.
  3. Click on the pencil ✎ icon, then select Edit account info.
  4. Press the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  5. Hit Save and Close.

 

Once done, you can now connect the correct account for online banking. For those incorrect bank entries, exclude them from the Banking page. To guide you further with excluding bank entries, follow the steps below:

 

  1. Go to the For Review tab.
  2. Mark the box next to each transaction you want to exclude.
  3. Select Exclude from the pop-up at the top.

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

 

The following link highlights the steps about excluding online banking transactions: Exclude a bank transaction from your expenses in QuickBooks Online

 

Let me know if there's anything else I can help you or if you're referring to something else. Tag me so I'll be notified of your response. Have a good one!

March 6, 2021

@Jen_D Thanks but this option isn't available for Quickbooks Cash. I've attached a screenshot for clarity. Any help would be greatly appreciated.