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M
Mel120
July 9, 2024
Question

Unlink bank account

  • July 9, 2024
  • 1 reply
  • 0 views

I am trying to unlink an account. When I follow the instructions, there’s no ‘disconnect’ button as an option in the edit menu under the selected bank account.  Is there criteria that needs to be met first?

thx

1 reply

M
MJ_R
July 9, 2024

It's great to see you in Community.  Welcome!  QuickBooks Online allows you to disconnect your accounts effortlessly.  I'd be glad to help!

 

Here's how to disconnect an account;

 

1. From the left menu, open Transactions and then Banking

2. Click on the tile for the bank account you want to disconnect

3. Select the pencil ✎ icon, then select Edit account info

4. Down at the bottom, hit the Disconnect this account on save checkbox

Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.

5. Select Save and Close.

 

If you require additional assistance, please don't hesitate to contact us so we can connect with you directly and ensure you're back on track with your QuickBooks goals!

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