If you need to delete a QuickBooks Desktop integration in STRATAFOLIO, this is not something you can do on your own directly in the platform. Because your integration has mapped data tied to it, including your chart of accounts, leases, loans, and income items, removing it requires careful handling by the STRATAFOLIO Support Team.
To get started, submit a support ticket. The STRATAFOLIO team will review your request, coordinate with engineers as needed to purge the integration data safely, and guide you through any additional steps.
Before You Begin
Before you submit your ticket, it is helpful to have the following information ready. This will help the support team process your request as quickly as possible.
Have the following ready: the Organization name, the QuickBooks Desktop file name or identifier, and a brief description of why you need to delete the integration, for example, you connected the wrong QuickBooks file, the integration is a duplicate, or you no longer need it.
Where to Find Your Integration Information
If you need to look up the integration before submitting your ticket, here is where to find it in STRATAFOLIO.
- Select Hierarchy from the left side navigation menu.
- Select Organizations.
- Click the i icon beside the Organization record to open its detail view.
- Click the Integrations tab.
- Locate the integration you want to remove and note its name and any details that will help you describe it to the support team.
How to Request a QuickBooks Desktop Integration Deletion
- Gather your integration details as described in the section above.
- Submit a support ticket.
- In your ticket, include the Organization name, the QuickBooks file name or integration identifier, and the reason for the deletion request.
- The STRATAFOLIO Support Team will review your request and coordinate with the engineering team to purge the integration data safely.
- The STRATAFOLIO team will contact you with confirmation once they have removed the integration and will outline any next steps.
What to Do Next After Deleting Your QuickBooks Desktop Integration to Move to QuickBooks Online
If you are deleting your QuickBooks Desktop integration because you are switching to QuickBooks Online, there are a few important things to know before and after the change. STRATAFOLIO syncs automatically with QuickBooks Online, which is especially helpful when you are invoicing and posting ACH payments. Planning your move carefully will help you avoid gaps in your data and keep your payments on track.
Before You Switch
Take a moment to review these points before you make any changes. A little planning now will save you time and prevent rework later.
- You may be able to save on QuickBooks Online accounts. STRATAFOLIO may be able to help you secure a discount when you purchase QuickBooks Online accounts. Reach out to your STRATAFOLIO contact to let them know you are interested.
- Moving your data may be a bigger task than you expect. Converting your data from QuickBooks Desktop to QuickBooks Online is often more involved than people first think. STRATAFOLIO can refer you to a provider who specializes in this type of migration if you would like help moving your data over safely.
- Time your switch carefully if you use ACH. If you collect payments via ACH in STRATAFOLIO, it is wise to wait until mid-month before making the switch. This helps you avoid interfering with any payments being posted during your normal billing cycle.
After You Convert Your Data to QuickBooks Online
Once your data is in QuickBooks Online, you will integrate your new QuickBooks Online accounts with STRATAFOLIO. This step connects your accounting data, keeping your two systems in sync. As part of this, you will map your accounts, classes, tenants, and income items so everything lines up correctly between QuickBooks Online and STRATAFOLIO.
A helpful tip is to export your information from QuickBooks Online before you begin mapping. Having this export on hand makes it easy to confirm that every account, class, tenant, and income item matches your expectations.
For full details on connecting and mapping, follow the steps in the article How to Connect STRATAFOLIO to QuickBooks Online and How to Use QuickBooks Online with STRATAFOLIO.
Troubleshooting
I Am Not Sure if my Integration Needs to be Deleted or Just Reconnected
If your integration shows a sync error or stops updating, you may only need to reconnect it rather than delete it. Review the article How to Reconnect and Fix a Broken QuickBooks Desktop Sync for guidance. If you are still unsure after reviewing that article, submit a support ticket and describe what you are seeing. The team can help you determine the right course of action.
I Submitted a Ticket, but Have Not Heard Back Yet
The support team will follow up with you as soon as possible. Rest assured that the team has seen the request but may be dealing with a high volume of tickets at the moment.
I Need a New Integration Set Up After the Old One is Deleted
Once the support team confirms your integration has been removed, you can set up a new integration by following the steps in the article How to Add a New QuickBooks Desktop Integration to STRATAFOLIO. Keep in mind that a new integration requires a full remapping of your chart of accounts, leases, loans, and income items.
Examples, Best Practices, and Tips when Deleting QuickBooks Desktop Integrations
If you connected the wrong QuickBooks file to an Entity, do not attempt to make changes to the integration yourself. Submit a support ticket right away and describe the situation. The support team can advise you on the safest path forward, which may include connecting the correct file before they remove the incorrect integration.
If you have multiple QuickBooks Desktop integrations and only need to remove one, clearly identify in your ticket which integration the team should delete. Include as much detail as possible so the team can act on the correct record without confusion.
If you are not sure whether you need a full deletion or simply need to reconnect an existing integration, check out the article How to Reconnect and Fix a Broken QuickBooks Desktop Sync first. A broken sync is a different situation and does not require a support ticket to resolve.
