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Connections / Bank Connections

Remove or Disable Bank Accounts

Use the current Bank Accounts management workflow to disable, deactivate, or otherwise remove a bank account from active use.

Workflow

Setup workflow

Step 1

Go to the current Manage bank accounts workflow from Bookkeeping or from Connections.

Step 2

Search or browse the table until you find the bank account row you want to disable, deactivate, or reconnect.

Step 3

Use the action menu on the bank account row to access the available account management actions.

Step 4

Choose the appropriate account action and confirm it so the bank account no longer appears as active for daily workflows.

Confirm no one still relies on that bank account for ongoing transaction review, reconciliation, or reauthorization work.

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