❓ How do I disconnect the bank feed in QuickBooks or Xero?

If you're moving your client's bank connection to Propio, it's very important to first disconnect the existing bank feed in your ledger system (QuickBooks or Xero).
This prevents duplicate transactions from appearing in your accounting records.

If both Propio and your ledger pull in bank transactions at the same time, you could end up with:

• Duplicate entries in your books

• Reconciliation issues

• Inaccurate reports

Disconnecting the ledger’s bank feed ensures that Propio is the only source of bank data moving forward.

1. Log into your QuickBooks Online account.

2. Go to Banking from the left menu.

3. Find the account you want to disconnect.

4. Click the Edit (✏️) icon in the top right of the account box.

5. Choose "Edit account info."

6. Check the box that says "Disconnect this account on save."

7. Click Save and Close.
   

1. Log into your Xero account.

2. Go to Accounting > Bank Accounts.

3. Find the account you want to disconnect.

4. Click the three-dot menu (⋮) next to the account.

5. Select "Delete Bank Feed."

6. Confirm when prompted.