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November 5, 2020
Question

How do I stop automatic updates on bank accounts?

  • November 5, 2020
  • 1 reply
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Original commenter did not share additional details

1 reply

November 5, 2020

Stopping the automatic updates for your bank account is my priority, @lduque-bluewayis.

 

When you connect your bank account in QuickBooks Online (QBO), it'll automatically download your recent transactions. To get this stopped, you'll want to consider disconnecting your online bank account from QuickBooks.

 

Here's how:

 

  1. Click Banking from the left menu.
  2. Select the appropriate bank account you want to disconnect.
  3. Hit the pencil icon, then select Edit account info.
  4. Put a checkmark in the Disconnect this account on save checkbox.
  5. Click Save and Close.

I'm adding this article for more details: Disconnect or delete an account connected to online banking.

 

Then, if you want to upload your bank transactions manually in QBO, you can check out this article for the detailed steps and information: Manually upload transactions into QuickBooks Online.

 

If you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you.

November 8, 2020

I'm back to make sure everything is taken care of, @lduque-bluewayis.

 

Were you able to disconnect your bank accounts to stop the automatic updates? If you need further assistance with the steps, just leave a comment below. I'll be sure to get back to you.

 

Wishing you continued success.

April 4, 2021

Hi Mark,

Is there a way to UNDO this action posted above? I have followed your directions and it has deleted all of the work I did categorising previously. 

Note: I only wanted to prevent FURTHER automatic downloads, but keep the work already done. 


if I can avoid going through 500 entires for a second time that would be amazing! 

Thanks!