How can a user rename or disconnect a connected bank account in QuickBooks?

Study for the QuickBooks ProAdvisor Exam with flashcards and multiple choice questions. Each question includes hints and explanations to aid your understanding. Boost your confidence and prepare for success!

The most accurate method to rename or disconnect a connected bank account in QuickBooks involves navigating to the bank transactions section, where you can access the specific account settings. By selecting "Transaction" and then "Bank Transactions," the user can locate the pencil icon next to the account box, which allows for editing the account details, including renaming or disconnecting it.

This focused approach directly accesses the relevant options, allowing for immediate management of bank accounts without having to navigate through broader settings or other general sections of QuickBooks. It's important for users to know how to efficiently manage their bank connections, as this can affect how transactions sync and how financial data is managed in their QuickBooks file.

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