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Dlmm324
February 13, 2022
Question

How can I Delete my linked bank account and then start over from scratch and reconnect the same bank account

  • February 13, 2022
  • 1 reply
  • 0 views
How can I Delete my linked bank account and then start over from scratch and reconnect the same bank account

1 reply

February 14, 2022

Hi Dlmm324.

 

Disconnecting your bank from your QuickBooks Online is a great way to troubleshoot and connection issues between the two. I'd be happy to help you get your bank removed and then added again.

 

In order to disconnect your bank from your QuickBooks Online account I recommend following the steps in this article. This will remove the link between your bank and the account you set up in your QuickBooks. Once completed you can add the bank again by following the steps located here.

 

If you have any transactions already downloaded and you wish to exclude them from the list you'll need to follow these steps:

  1. Go to the Banking menu or Transactions menu, then select the Banking tab.
  2. Select the For Review tab.
  3. Select the checkbox of the transactions to exclude.
  4. Select Exclude.

If you have any questions let us know and we'd be happy to help.