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 Accounting. Her firm specializes in working exclusively with the legal industry. She is passionate about helping her attorney clients migrate to modern cloud-based systems and become future-ready.​ ​ She is a Top 100 ProAdvisor, an alumni member of the Intuit Advisory Board and a member of the Intuit Trainer Writer Network. She also runs a Facebook group and a private group called The Accountant's Law Lab. It is a place where members can learn how to work with attorneys and law firms. Lynda lives in Southwest Florida. She is a registered yoga teacher and in her free time, you will find practicing yoga or walking on the beach.​