Disconnect a bank feed
Description

Before you start

When you disconnect a bank account, this will also

  • Process any draft transactions
  • Clear any completed transactions. You can still view and edit these transactions from the bank activity
  • Disconnect any bank rules. Reassign them from Manage bank rules after you reconnect
Cause
Resolution

Disconnect a bank feed

  1. Go to Banking and find the relevant bank account.
  2. Select Actions in the lower right-hand corner and then Disconnect bank.
    Bank account with Disconnect bank button highlighted.
  3. Select Disconnect from the confirmation window.
Steps to duplicate
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