Disconnecting

You've chosen to disconnect this app from your QuickBooks company. Here's exactly what that means.

What happens immediately

What stays in your books

Categories that were already approved and written remain exactly as they are. Disconnecting does not undo past work, and nothing is removed from your QuickBooks records.

Your data on our side
Your stored data and learned categorization rules are deleted within 30 days, as described in the Privacy Policy. If you'd like a copy of your rules first, or want them deleted immediately, just ask.

If this was a mistake

Reconnecting is straightforward — start again from the connection page. Your previous rules can be restored if the request comes within the retention window.

Disconnecting from the QuickBooks side

You can also revoke access directly in QuickBooks under Settings → Apps. That has the same effect and takes precedence over anything on this page.