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Disconnect a bank feed

Created on  | Last modified on 

Summary

How to disconnect a bank feed in Sage Accounting.

Resolution

Before you start

When you disconnect a bank account this will also

  • Clear any draft transactions. They may not download again after you reconnect. Process any draft transactions first
  • Clear any completed transactions. You can still view and edit these transactions from the bank activity
  • Disconnect any bank rules. Reassign them from Manage bank rules after you reconnect

Disconnect a bank feed

  1. Go to Banking and find the relevant bank account.
  2. Select Actions in the lower right-hand corner and then Disconnect bank.
    Banking page. The disconnect bank button is highlighted.
  3. Select Disconnect from the confirmation window.