Link, add or disconnect an accounting bank account
Review accounting connections, stop automatic imports and keep existing bookkeeping history.
On this page
An accounting connection imports financial data. Linking or unlinking it does not move money or change the bank destination used to receive rent payments. Keep statements and existing bookkeeping records available for review.
Step 1: Open Accounts and find the linked bank
Choose Open Manage accounts below, or Accounts in the Accounting menu. On a phone, open Menu first. Find the intended row under Linked accounts and check its identity. If the page shows No accounts yet, there is no active account row to unlink; also check any collapsed archived, unlinked, or merged accounts section.
Step 2: Review the account before choosing Unlink
For the intended linked account, use View all to inspect its transactions if needed, then return to Accounts. Open its three-dot More actions menu and choose Unlink only when you want to stop its automatic accounting imports.
Step 3: Read and confirm the unlink request
Read Are you sure? and check the account named in the message. It explains that imported rows and what you booked stay. Choose Unlink to confirm that account, or Cancel to leave the connection unchanged.
Step 4: Check the disconnected account and retained history
After a successful result, Accounts reports Unlinked. Imported rows and what you booked stay. Expand the archived, unlinked, or merged accounts section and check that the intended account shows disconnected. Use the transaction lists to review retained activity for the same date range and property.
Link a bank or add a manual account
If you need a new account, use Link a bank from the empty state, or Add account when existing accounts are shown. Import transactions offers Automatically import and Manually upload. For a new bank, choose Connect with Stripe. For an existing connection, select the institution and choose Continue, review Select your bank accounts, then choose Continue to Stripe. Review the accounts you share and the resulting status.
For bookkeeping without an electronic connection, choose Add a manual account, or Manually upload in Import transactions. Complete the required account details and check the save result. The manual-account and statement-upload guides below explain those steps.
Check for an existing account before creating another. A connection and an uploaded statement can cover the same activity, so compare their dates and records before booking.
What unlinking keeps and what it changes
Unlinking marks the Rentari accounting account disconnected so it is excluded from the active automatic-import selection. Existing imported rows and booked entries are retained. This action does not remove duplicates, correct categories or reverse a posting.
Rentari also attempts to disconnect the provider account. The local disconnected state alone is not proof that every bank or provider permission has been removed. If stopping provider access is your concern, verify the connection in the provider or bank’s access settings and contact support if the result is unclear.
A disconnected bank is not automatically available as a manual account for statement uploads. Follow the manual-account guide for that separate workflow and compare existing history before importing overlapping statements.
If the account or result is missing
Check the signed-in portfolio, Accounts tab and collapsed archived, unlinked, or merged accounts section. A manual account has no electronic bank connection to unlink. For an account marked Reconnect required, use Reconnect bank when your goal is to restore imports.
If unlinking reports an error, read the message and reload Accounts to check its current status before retrying. Keep the account name, time and error wording when asking support for help; never send bank passwords or connection secrets.
To restore a disconnected linked account, use Reconnect bank and complete the offered provider flow. Restore on an archived account is a different action and does not establish a new bank authorization. Review imported dates and possible overlaps after reconnecting.
For retained transactions, open To book from a transaction list to reach Import feed. Use the available status, date, description and account filters to find the records. A disconnected account may be absent from active account choices, so an empty filtered view does not prove its history was deleted.
Check the result
- The intended linked account shows disconnected after a confirmed successful unlink, and its imported and booked history remains available for review.
- Any new connection or manual account has been checked separately. Rent-payment destinations and uncertain provider permissions have not been assumed to change.
FAQs
Does unlinking change where rent deposits go?
No. This action changes an accounting import connection. Manage rent-collection destinations separately in Payments; unlinking a bookkeeping account does not redirect a payment.
Can I reconnect or keep entering transactions manually?
Use Reconnect bank for a disconnected linked account and verify the provider result. For manual entries or statement uploads, follow the manual-account guide and check existing history for overlap. Unlinking does not automatically convert the account to a manual one.