Remove a bank account you didn't mean to link

Steps

1. 1

   Step 1: Open Connections (Settings › Banks, cards and payroll) and click the account that doesn't belong to this company. Its panel opens.

2. 2

   Step 2: Set Post this account's transactions to Off. It stops posting at once; the other accounts on the same bank login keep going.

3. 3

   Step 3: Do the same for every other account that isn't this company's: a personal account, or another business's.

4. 4

   Step 4: If none of the accounts on that login belong here, press Disconnect at the bottom of the panel instead and confirm.

What happens to transactions it already posted

• Today, turning an account off or disconnecting stops new transactions; the ones it already posted stay in the books.
• If you've only just set the company up, the quickest clean start is to delete it (Settings › Your data › Delete this company), add it again, and turn off the accounts that aren't its own straight after linking.
• Each business with its own accounts belongs in its own company: add it from the company switcher and link the same bank there, keeping only its accounts on.

Good to know

• When you link a bank, the accounts you share in the bank's window start posting straight away, so share only this company's accounts there.

Related articles

• Sync, pause or disconnect an account
• Link a bank or card through Stripe
• Add another company
• Delete a company or your account