Have you connected your bank account for expense tracking but want to remove/disconnect it?
Super Duper easy to do and all it takes is about 3 steps/clicks!! 😱
Via the settings tab > select settings top right
Select > settings
Select your income and expenses tab > Add New (drop down) > Automate expense tracking
Select > Integrations > Expense Tracking
Select > Income & Expenses
Select > New Expense drop down menu > automate expense tracking
You will then see a list of your connected accounts.
You can either select to turn each account on/off so the transactions import/do not import.
Otherwise you can simply select > REMOVE located to the top right!
When selecting > REMOVE > you will see a pop up appear confirming you would like to disconnect the bank account. Select > Disconnect
- To connect a Bank account you will need to be located in USA or Canada via the settings > business info > business location settings
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌