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martin69
November 29, 2022
Question

How to unlink a bank account from QB?

  • November 29, 2022
  • 1 reply
  • 0 views
once i've given my bank of america password to QB it doesn't seem to have an option to remove it anywhere that I could find. does anyone know the steps required to unlink a bank, for example if I'm changing to a different brand of bank?

1 reply

C
Carneil_C
November 29, 2022

I can help you unlink your bank account in QuickBooks Online, @martin69.

Before doing so, please don't disconnect an account if you have bank errors. We can fix it before disconnecting to avoid downloading duplicate transactions when you reconnect it.

 

To unlink the account, you can follow the steps below:

 

  1. From the left pane, hover your cursor to Banking menu or Transactions menu
  2. Select your bank account.
  3. Click the pencil ✎ icon, then press Edit account info.
  4. Put a checkmark on the Disconnect this account on save checkbox.
  5. Hit Save and Close.

 

You can read through this article for more details about this process: Disconnect accounts connected to online banking in QuickBooks Online.

 

Once you're ready to add a different bank account, you can check out this guide for the step-by-step process: Connect bank and credit card accounts to QuickBooks Online.

 

I'm still open to other concerns about managing your accounts in QBO. If you have questions about how to handle some transactions, let me know, and I'll help you out. Take care always! 

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