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July 9, 2022
Question

How do I Unlink my bank account

  • July 9, 2022
  • 1 reply
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1 reply

Rose-A
July 9, 2022

I'd be pleased to help keep the process of unlinking your bank account easy and simple, candiceramirez19.

 

You can unlink your bank account by disabling the Disconnect this account on save option. Please be reminded that once the account is disconnected, any transactions in the For Review tab will be deleted. I'd suggest categorizing them first before doing so.

 

Here's how to unlink the account:

 

  1. Click Banking, and then choose the Banking sub-tab.
  2. Select the account you want to unlink, and then click its Edit icon, then Edit account info.
  3. In the Account window, disable the option for Disconnect this account on save.
  4. Hit on Save and Close.

 

Know that you can always visit our Help Articles page for QuickBooks Online in case you need some references for your future tasks.

 

This should keep you moving today, candiceramirez19. Don't hesitate to let me know if I can be of additional assistance while working in QuickBooks. I'm always here to keep helping. Have a good one!

Rose-A
July 13, 2022

Hi, candiceramirez19.

 

Hope you're doing great. I wanted to see how everything is going about unlinking your bank account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!