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September 11, 2021
Question

How can I unlink my bank account and change it with something else?

  • September 11, 2021
  • 1 reply
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1 reply

September 11, 2021

Let me walk you through the steps on how to update your banking accounts in QuickBooks Online, @emz-greenacre201.

 

You can unlink an existing account by disconnecting it directly from the banking feature. This way, you'll be able to change it with an account of your choice. I'll show you how.

 

  1. Go to Banking.
  2. Select the bank account you wanted to unlink.
  3. Click the Pencil icon.
  4. Choose Edit account info.
  5. Put a checkmark on Disconnect this account on save.
  6. Click Save and Close.

 

From here, go ahead and connect your new bank account by following the steps outlined in this article: Connect Bank and Credit Card Accounts to QuickBooks Online.

 

Now, reviewing your downloaded bank transactions and putting them in the correct accounts is easy with this reference: Categorise and Match Downloaded Bank Transactions in QuickBooks Online.

 

Keep me posted on how it goes. If you have further concerns about online banking, please don't hesitate to leave a comment below. I'm always around to help. Take care, and I wish you continued success!