Yes. If there is a bank account or credit card you no longer want to track (e.g., you’ve closed the account or no longer use it for business), you can unsync it:
Navigate to the section Accounting > Transactions > Money In or Money Out
Click the gear icon
Select ‘Banks & Integrations’
Click on the arrow next to the specific account you wish to unsync
Select ‘Unsync Account’
Confirm you’d like to unsync the account
Once an account is disconnected, it can be re-synced at any point. To find these easily on the Banks & Integrations screen:
Click on the 3 lines icon on the Banks & Integrations screen
Change the filter to ‘Not Synced’
Click on a specific account
Select ‘Restore Account’
How do I completely unlink a financial institution?
Navigate to the section Accounting > Transactions > Money In or Money Out
Click the gear icon
Select ‘Banks & Integrations’
Hover over the Actions drop-down arrow
Select ‘Unlink Institution’
When you get a pop up asking if you want to unlink it, click 'Yes'
Does unlinking an account or financial institution remove its transactions?
No. Unlinking a bank account or credit card does not remove transactions that have already been imported.
If you link an account by mistake, you’ll need to manually delete any unwanted transactions.
Should I unlink my financial institution to fix an issue?
Unlinking is not recommended as a troubleshooting step, unless you no longer wish to track the account or are instructed to do so by support. Unlinking and re-adding a financial institution can cause transactions to be duplicated. If you’re experiencing an issue, please contact Floorzap for help before making changes.