Disconnect bank stops syncing and requests revocation of the bank connection. Read the confirmation before proceeding because eligible imports may be removed from active views as part of cleanup.
Posted, reviewed, reconciled and locked history stays available. This preserves work that already supports the books. Disconnecting should therefore not be used as a shortcut for deleting accounting history or correcting a posted transaction.
Disconnect the intended connection
- Check the company and bank name, especially when several connections use the same institution.
- Choose Disconnect bank and read the cleanup explanation. If you only need fewer accounts, consider the available account-selection reduction instead.
- Choose Confirm disconnect only when you intend to stop that connection, then inspect the resulting message.
If the result reports cleanup or revocation still pending, follow that state through to completion. The initial action may stop syncing before the provider confirms revocation.
Keep statements needed for missing periods and reconciliation. After disconnecting, verify the remaining account history and any cleanup result before starting another import. If you are switching accounting providers, also confirm that all previous connections and removals have completed before attempting the next provider.
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