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January 3, 2020
Question

How do I disconnect a bank account (to stop downloading transactions)?

  • January 3, 2020
  • 1 reply
  • 0 views
THERE IS NO DISCONNECT OPTION WHEN FOLLOWING THE STEPS TO DISCONNECT A BANK ACCOUNT IN MY (CANADIAN) VERSION OF QBOL

1 reply

AddieC
January 3, 2020

Hi there, 

 

The Bank Feed is a great tool you can use to keep your transactions organized. With the Bank Feed, your financial institution will automatically upload your transactions nightly. If you no longer wish to have your transactions appearing in your account, you can disconnect the account simply and easily. I'll explain how.

 

1. Click the Banking tab on the left navigation menu.

2. Click the pencil icon next to the bank you'd like to disconnect. 

3. Select Edit account info.

4. Check off the box next to Disconnect this account on save.

5. Click Save and Close

 

That's all there is to it! If you're still unsure how to do this, please reach out to our tech support team for further assistance.

 

Have a great day.