Here’s how to safely disconnect your QuickBooks account from Adam:
Steps to Disconnect:
Navigate to the Data Source section
From your Adam dashboard, go to the Data Source section on the sidebar menu.Select QuickBooks
You’ll see a list of data sources. Click on QuickBooks to open its setup page.Access the Quick Setup Guide
This will take you to the Quick Setup Guide page, where your sync connection is managed.Click the Disconnect Button
Select Disconnect to immediately stop syncing between Adam and QuickBooks.
What Happens After Disconnection:
Syncing Stops Immediately
Adam will no longer send or receive any data from QuickBooks.No Data Is Lost
All previously synced data remains intact in both Adam and QuickBooks. You can still view and work with that historical data.No New Entries Will Sync
Any new transactions created in either system will not sync until you reconnect the integration.
🔄 Want to reconnect later?
You can return to the Data Source section at any time to reconnect QuickBooks and resume syncing. Adam will guide you through the re-authorization process.