Disconnecting the Bank Feed in QuickBooks Online

There are times when you need to disconnect your bank feed.

Sometimes your bank allows you to combine our business and personal accounts.  This is done for ease of viewing onto one screen or page on their site. I have seen a couple of posts on Intuit's community forum where users of QBO have accidentally connected their personal bank account to their QBO business file. Whoops! Here is a video on how to correct this:

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Please note:   Any transactions currently in the bank feed screen will disappear. Make sure you really want them to be removed before you disconnect. Disconnecting a bank feed is also helpful if QBO won't reconnect even after clicking update arrow several times. I hope this video clarifies the process of disconnecting for you.

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If you need additional personalized help with this feature, please visit Artesani Bookkeeping.​

 

 

 

 

Lynda Artesani

Being in the accounting field for over 20 years, I have watched this industry evolve. It is an exciting time to be an accountant with all the changes in technology. I am honored to be on the Intuit Advisory Council 2018-2019 and to be a member of the Intuit Trainer Writer Network. I am also an Advanced Certified ProAdvisor. In addition, I am the co-founder of QB Community Live! with Matthew Fulton. It is a Facebook group where help other accountant and small business owners. My firm specializes in working with Law Firms and with Real Estate owners and Start ups.