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Managing or Removing Accounting Programs

Managing or Removing Accounting Programs
 

First, choose an accounting file

To manage a connected accounting file on Greenback click on the calculator icon from the left menu and choose the an accounting file from the list.


Next you'll want to find the "Manage" link from the top left area of the page.


Rename, disable or disconnect accounting

From here you can manage the accounting file connection on Greenback, including:

  1. Renaming how the integration is displayed on Greenback.
  2. Disable automatic syncing with Greenback (not recommended)
  3. Disconnect the account on Greenback*
  4. Disconnect and Delete the account on Greenback*

Note: Disconnecting your account will stop further updates, but retain your data.

Manage Collaborations

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 will want to create or join a team.

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