How to remove my bank account?

PartyPatrol108PartyPatrol108 Expensify Customer Posts: 2
edited February 18 in Day to Day

Please give step by step to remove my bank account; don't need reimbursements.

Will that delete all my expense reports from my account PartyPatrol?

all my expenses reports?

Answers

  • Karisa LattaKarisa Latta Expensify Success Coach - Admin, Expensify Team Posts: 145 Expensify Team

    Hey @PartyPatrol108 !

    Please log in on our website and navigate to Settings - Account - Payments to remove any bank accounts you have connected to receive or send reimbursements. You'll see a Delete button on each account connected. This action will not harm any expense or report data.

    Warning: these next instructions can harm un-submitted and unreported expense and report data. Be sure to submit/close expenses you wish to keep in your account.

    If you'd like to remove a credit card you connected, please navigate to Settings - Account - Credit Card Import. You will see a red trash can on each card you connected to your account. If there is no red trash can, this can indicate a card managed by your Domain Admin. Those cards can only be removed from Settings - Domains - Company Cards.

    I hope this helps! Please let me know if you have more questions.

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