This Guide will assist you in showing the steps you should take if you selected the wrong client from the drop down when connecting your accounting platform to Jack.
There are two scenarios in which this can happen:
Incorrect client connected, BEFORE any documents have been extracted and published to the accounting platform
Incorrect client connected, AFTER any documents have been extracted and published to the accounting platform
This Guide will deal with the first scenario
Step 1
Navigate to the client that has just been connected via the drop down and select the client.
Remember, the client name is correct, you have just connected the wrong one so make sure to navigate to the one you wanted to connect.
Step 2
Click the Settings on the side panel and the Connections Button.
Step 3
Click the Disconnect button on the Accounting Platform that has been selected.
Step 4
Click Connect and start the process to connect the correct client to the accounting platform.
