Updated: January 20, 2021
Manage Accounting Programs
- Click the Accounting icon and then choose the accounting program from the list.
- Select Manage.
From this screen you can
- Rename the account.
- Disable automatic syncing with Greenback (not recommended)
- Disconnect the account on Greenback
Disconnecting your account will stop further updates, but retain your data.
- Delete the account on Greenback
When you are done making changes, click the Update Credentials button.
You can also manage any existing collaborations you may have enabled on the connected accounting file.
Collaboration Replaced By Teams
Greenback Teams replaces the previous Collaboration feature. Instead of sharing specific connected accounts with other users via Collaboration, Teams brings all of your colleagues into a single workspace and allows all Team Members to connect accounts. Existing collaborated accounts will continue to be supported. However, to collaborate on accounts going forward you need to create or join a team.