There are occasions where a Business Owner would like to remove their accounting data linked to their company.
NOTE: Only the owner or a designated admin can disconnect an accounting data source.
The tutorial below will demonstrate how to disconnect your company accounting data.
- From the selected company page, locate and click on the red "Disconnect" icon button, located next to the "Accounting Connection Status".
- Once selected you will receive a warning screen. Select the "Yes" button to confirm the disconnection of the accounting data source. NOTE: This action cannot be reversed once "Yes" has been selected. You will lose all accounting data related to this company, together with the ability to obtain company analytics.
- The company screen will refresh immediately, indicating the new "Accounting Connection Status" as "Connect".