If you want to stop an automated bank feed, you can easily disconnect it by changing your entry method within TELUS Farm Accounting.
Navigate to Banking > Bank Accounts.
Locate the relevant bank account and click the yellow Edit button next to it.
Change the entry method to manual and save.
Important Things to Know
Draft Transactions: The system will warn if there are unconfirmed entries before allowing you to save the new entry method. These will be permanently lost if you continue with the save and would need to be entered manually if they were needed.
Automatic Inactivity Disconnection: If a bank feed goes unused for 3 months, TELUS Farm Accounting will automatically remove the connection to your bank.
Immediate Deletion: If you want the connection deleted instantly rather than waiting for the 3-month inactivity period, please contact your bank directly.
⚠️ Warning on Reconnecting: If you reconnect a bank feed after a period of inactivity, pulling transactions for dates that have already been confirmed can cause duplicate entries. To prevent this, always use the suggested "Pull From" date provided by TELUS Farm Accounting during reconnection.
TELUS Agriculture & Consumer Goods (UK) Limited is an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides Authorised Users with regulated account information services through TELUS Agriculture & Consumer Goods (UK) Limited as its agent.