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This article applies to:

  • Product: Accounting CS Client Access

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
    .
    The
    Linked
     status changes to the
    Unlinked
     status.
caution
To unlink an account, only proceed if you no longer want to use Bank Feeds or if the account was mistakenly linked to the wrong financial site or account. For troubleshooting issues with an account that was previously functioning correctly, contact our support team and refrain from unlinking the account unless explicitly instructed to do so.

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