To edit a bank or credit card account, go to the Banks & Cards page. On the main page that lists your connected accounts, select ‘Edit Current Account.’ From there, you’ll be able to change the account nickname, modify the transaction importing rules, and change the auto-tagging options.

To disconnect a bank or credit card account altogether, go to the main page that lists your connected accounts, select ‘Edit Current Account.’ In the slide-out select ‘Terminate Connection.’

See here for more information on disconnecting a bank account that is actively being used for rent collection.

Did this answer your question?