Remove or Disable Bank Accounts

Disable or remove bank accounts when they should stop participating in active review, resulting in the correct active account set for the team.

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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