How to disconnect to QuickBooks on the Web App
If you no longer want to sync your invoices and financial data between Bookipi and QuickBooks, follow these easy steps to disconnect your accounts.
Step 1: Access Settings
Click the ‘Business’ icon in the top right corner of the dashboard.
Select ‘Settings’.
Step 2: Navigate to Integrations
Go to the ‘Integration’ tab.
Step 3: Click the 'Connected' Button
Locate the QuickBooks integration section. Click the ‘Connected’ button.
Step 4: Confirm Disconnection
A disconnect pop-up will appear, informing you about the effects of disconnecting. Click ‘Disconnect’ to proceed.
Step 5: Final Confirmation
You will be notified that synced invoices, customers, and items will still be visible but will no longer be updated. Click ‘Disconnect’ again to confirm the action.
A survey page will appear requesting the reason for the disconnection.
Once completed, your QuickBooks and Bookipi accounts will no longer be linked.
If needed, you can always reconnect them later by following the integration
steps again.
FAQ: Disconnecting QuickBooks from Bookipi
Q: What happens when I disconnect QuickBooks from Bookipi?
A: Once disconnected, your previously synced invoices, customers, and items will still be visible in Bookipi but will no longer be updated with new data from QuickBooks - and vice versa.
Q: Can I reconnect QuickBooks to Bookipi after disconnecting?
A: Yes, you can reconnect QuickBooks at any time by following the integration setup process again in the Settings → Integration tab.
Q: Will disconnecting QuickBooks delete my invoices and data from Bookipi?
A: No, your existing invoices and data will remain in Bookipi, but they will not receive updates from QuickBooks anymore.
Q: What should I do if I experience issues while disconnecting?
A: If you face any issues:
Refresh your page and try again.
Ensure your internet connection is stable.
Contact Bookipi support for further assistance.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Learn more in our QuickBooks Integration FAQ.
Download the Bookipi Invoice mobile app and check out our mobile app guides to make sending invoices anytime and anywhere even easier.