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February 1, 2024
Question

I dislike automation. How can I switch from automated to manual posting in QB?

  • February 1, 2024
  • 1 reply
  • 1 view
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1 reply

QuickBooks Team
February 1, 2024

Hi Drespinolnd, welcome to the Community.

 

If you'd like to switch back to manual posting and turn off the automation feature, I'm here to help.

 

Here's how:

 

  1. Go to Transactions, then Bank transactions.
  2. Select the bank account.
  3. Tick the pencil ✎ icon, then select Edit account info.
  4. Choose Disconnect this account on save checkbox. 
  5. Hit Save and Close.

Also, you can check this article for detailed steps to disconnect your bank in QuickBooks Online: Disconnect accounts connected to online banking in QuickBooks Online


In addition, you can check out this article if you want your bank and credit card statement to match always: Reconcile an account in QuickBooks Online

 

Feel free to post in the Community if you have other transaction concerns. We're happy to help.