How to Disconnect and Delete a Bank Account from Your COUNT Workspace

If you no longer need a connected bank account in your workspace, you can either revoke its access or delete it entirely. COUNT gives you control over what happens next — whether you want to preserve existing data or fully remove it from your records.

Steps to Delete a Bank Account

Go to Settings

From the left sidebar, click Settings, then navigate to the Connected Banks tab.

Find Your Bank Account

All connected bank accounts will be listed here. Locate the one you want to manage.

Click the Delete Icon

On the right side of the bank entry, click the Delete (trash bin) icon.

Choose an Action

You’ll see two options:

• Revoke Access: Stops syncing new transactions from the bank. Existing data in COUNT will remain unchanged.
• Delete Account: Permanently removes the bank account and deletes all associated data from COUNT.

Confirm Your Choice

Once you confirm, COUNT will process your request. If you chose Delete Account, a success message will appear:

“Bank connection has been successfully deleted.”

What Happens When You Delete a Bank Account

Choosing Delete Account permanently removes all associated data from your workspace:

• Transactions:

All linked transactions will be deleted.

• Invoices:

Paid invoices linked to this account will be marked Unpaid. The corresponding payments will be unlinked and removed.

• Bills:

Paid bills will also be marked Unpaid, and related transactions deleted.

• Expense Claims:

Claims tied to the bank account will be removed.

• Projects:

Any transactions associated with this bank will be removed from linked projects.

• Chart of Accounts:

The bank account will be removed from your chart.

• Reconciliations:

Any reconciliations involving the account will be deleted.

• Journal Entries:

All journal entries referencing this account will be permanently removed.

Still have questions? Our support team is happy to help you decide the right course of action.

Updated on: 21/07/2025