Bank Feeds - Unlink an account

Do the following to unlink a client's financial account:
  1. Select
    Setup
    ,
    Bank Accounts
    , then the
    Main
    tab.
  2. In the Bank Feeds section, select
    Unlink Account
    .
    Unlink Account
    changes to
    Link Account
    .
caution
Only use
Unlink Account
if you no longer want to use Bank Feeds for the corresponding financial account. If you're trying to troubleshoot any type of transaction retrieval issues, contact our support team, and don't unlink the account unless you're instructed to do so.

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