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.
Examples, Best Practices, and Tips
If you connected the wrong QuickBooks file to an Entity, do not attempt to make changes to the integration on your own. 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.
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 ticket requests 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.
