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:

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.

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

 

 

 

 

Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping​ where she uses her expertise and organizational skills to help her clients grow, thrive, and become more profitable. Her firm specializes in working exclusively with the legal industry. She is passionate about helping her attorney-clients migrate from antiquated systems and become future-ready.​ ​ She is a Top 100 ProAdvisor, alumni member of the Intuit Advisory Committee and a member of the Intuit Trainer Writer Network. As the co-creator of QB Community Live, Lynda dedicates her time to mentoring and helping other accountants and small business owners succeed.​ Lynda lives in Southwest Florida. She is a registered yoga teacher and teaches at a local studio called Fusion Yoga and Spa. In her free time, you will find practicing yoga or walking on the beach.​