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May 31, 2024
Question

How to unlink a bank card?

  • May 31, 2024
  • 1 reply
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1 reply

May 31, 2024

Let me guide you in unlinking your bank card in QuickBooks Online, @dtharding05.

 

To begin with, please note that any transactions in the For Review tab will be deleted when you disconnect your bank account. With this, I suggest categorizing them first before doing so.

 

Here's how to unlink bank card:

  1. Navigate to Transactions, then click Bank Transactions.
  2. Choose the tile for the bank account.
  3. Click the pencil icon, then choose Edit account info.
  4. Tick the Disconnect this account on the save checkbox.
  5. Select Save and Close.

 

Additionally, you can reconcile an account in QuickBooks to ensure that the actual amount of money spent matches the amount shown leaving an account at the end of a fiscal period.

 

Let me know if you need further assistance disconnecting your bank card or QuickBooks. Keep safe.