Skip to main content
March 17, 2024
Question

How do I unlink my accounts with the bank?

  • March 17, 2024
  • 1 reply
  • 0 views
I don't want the bank account and my quickbooks account linked

1 reply

March 17, 2024

I appreciate you posting here in the Community, Janice. I can help you disconnect your bank account from QuickBooks Online(QBO).

 

Before disconnecting your bank account, please ensure all pending transactions on the banking page are added and matched. It is important to note that disconnecting the automatic banking updates will delete any transactions in the For Review tab.

 

Once done, let's go ahead and unlink the account. You can follow the steps below:

 

  1. Go to Transactions, then Bank transactions.
  2. Select the tile for the bank account you want to disconnect.
  3. Click Edit (pencil icon), then Edit account info.
  4. Choose Disconnect this account on save checkbox. 
  5. Hit Save and Close.

 

To give you more details on what will happen if you disconnect your bank account, please see this article: Disconnect or delete accounts connected to online banking.

 

I'm also adding this resource that can help you reconcile your account: Reconcile an account in QBO.

 

Don't hesitate to get back on this thread if you need more help with your online banking to QBO. I'd be happy to assist you. Take care!