How can I turn off the automatic download feature for bank and credit card accounts?

I want to download bank and credit card transactions manually from time to time. How Can I turn off the automatic download feature?

This is actually something QuickBooks Online does in the background. There is no preference for it. You can disconnect the download then reconnect it later.

  • From the Blue Navigation Bar on the left
  • Select Transactions menu
  • Go to Banking.
  • Click the pencil icon on the account you want to disconnect
  • Put a check mark in the Disconnect account on Save checkbox.
  • Click Save

When you are ready to connect it again, go to Transactions, then Banking. Click the blue Add Account button and follow the onscreen instructions.

 

connect-disconnet-bank-cc-account

Close
loading...
%d bloggers like this: