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January 26, 2022
Question

How do I unlink my bank accounts and start over?

  • January 26, 2022
  • 2 replies
  • 0 views
I added the wrong bank.

2 replies

January 26, 2022

@rudy15  In your transaction screen, click the pencil icon on the bank tile you need to unlink.  Click on Edit account info.  Check the box Disconnect this account on save.

MonicaM3
January 26, 2022

.

Hi @ rudy15.

 

 I can help you with steps to disconnect a bank account from QuickBooks, no problem.

 

  1. Go to the Banking menu or Transactions menu. Then select the Banking tab.
  2. Select the tile for the bank account.
  3. Select the pencil ✎ icon, then select Edit account info.
  4. Select 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. Select Save and Close.

All set! Let me know if you have any additional questions about bank connections or anything else.

 

I'd be happy to help any time.