Overview
Sometimes it is necessary to disconnect your bank account from Plaid, especially if the connection to Plaid is not syncing properly or if you want to completely disconnect your account from Plaid for any other reason. There are several steps you'll need to take, and we'll outline them below.
Note: Importing transactions with Plaid is not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
The Steps
Disconnect your bank account from Plaid
To disconnect your bank account from Plaid, click Accounting on the main menu and then click Transactions.
COn the Transactions page, look for the bank account you are trying to disconnect and click the 3-dots on the right of the line item. Then click Disconnect Bank.
That's it. The bank account has been disconnected from Plaid. Transactions from your bank account will no longer sync to DoorLoop for matching.
Reconnect your bank account to Plaid
To reconnect your bank account to Plaid, click Accounting on the main menu and then click Trnsactions.
Click on Import Transactions on the bank account you want to connect.
On the BankConnect screen, you should see the previously connected bank on the list. Click on this bank account to reconnect your account to that bank.
After selecting the bank account, you should now see that your account is reconnected again.