How to close a BankData Account in IPA Books+

Legacy KB ID: 5185


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


Detailed steps

1.    Login to your IPA Books+ 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 IPA Books+ main screen

6.    On your Book Icon click the 3 dots, Settings,  and select Customise your ReckonOne modules

7.    Click the X for Bankdata and then Next

8.    Follow the prompts to complete the $0.00 purchase.



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