How to close a BankData Account in Reckon One

Legacy KB ID: 5185

Question

How do I cancel my direct bank feeds and BankData subscription?

Answer

Detailed steps

  1. Login to your Reckon One book
  2. Banking > Bank Connections > Connect an Account
  3. On each bank account and credit card line, click on the Trash Can
  4. Return to the Reckon One main screen
  5. On your Book Icon click the 3 dots, Settings,  and select Customise your ReckonOne modules
  6. Click the X for Bankdata and then Next
  7. Follow the prompts to complete the $0.00 purchase.

Need more help?

Ask the Reckon Community at: https://community.reckon.com/

Or Log a Support Ticket: https://www.reckon.com/au/support/

 

How did we do?

How to switch the ownership of a bank feed

Entering YTD Payroll balances in Reckon One, when migrating from another software.

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