Disconnecting QuickBooks stops Run a Call from sending anything else to your books. Nothing already in QuickBooks is deleted or changed, and nothing in Run a Call is lost. Because disconnecting also clears the links between your Run a Call records and their QuickBooks copies, treat it as a deliberate step — especially if you might reconnect later.
Only the account owner can disconnect QuickBooks.
Before you disconnect
Ask yourself whether you really need to. Two common situations don't call for it:
- The connection expired. If the QuickBooks page shows Token expired, click Reconnect instead. Your links and settings stay in place and syncing resumes where it stopped.
- You want to pause while your bookkeeper cleans up. Turn off the record types you want to hold under Sync settings & account mapping → Sync Settings instead, then turn them back on later.
Open the QuickBooks page
Go to Settings → Integrations and click Manage on the QuickBooks Online card.
Click Disconnect
In the connection card at the top, click Disconnect.
Confirm
The dialog reads "Disconnect QuickBooks? This will stop all syncing. Data already in QuickBooks will remain. You can reconnect later." Confirm to finish. You'll see "QuickBooks disconnected".
What happens
| After disconnecting | |
|---|---|
| New customers, invoices, payments, items, POs, expenses | Stay in Run a Call only. Nothing is sent to QuickBooks. |
| Everything already in QuickBooks | Untouched — invoices, payments, customers and bills stay exactly as they are. |
| Your QuickBooks access | Run a Call's access to your QuickBooks company is revoked. |
| Links between records | Cleared. Run a Call no longer knows which QuickBooks record each customer, invoice or payment was sent to. |
| Your settings (income account, tax codes, classes, what syncs) | Kept. |
Reconnecting later
Click Connect QuickBooks on the same page and approve the connection again. Because your settings were kept, you go straight back to the health screen and hourly syncing resumes.
Because the links were cleared, Run a Call treats every sent invoice and every recorded payment as not yet in QuickBooks. If you reconnect to the same QuickBooks company, the first sync sends them again as new copies — there is no check for an invoice number that's already in your books. Customers and pricebook items are looked up by name first, so they usually link back to the existing records instead of being duplicated. Contact Support before reconnecting to a company that already holds records from Run a Call, so we can make sure nothing is sent a second time.
If QuickBooks stops syncing on its own
Sometimes the connection lapses without anyone clicking Disconnect — for example after a password change on the Intuit side, or when access is removed from inside QuickBooks. When that happens:
- The owner and admins get a "QuickBooks stopped syncing" notification, and the owner gets an email.
- The QuickBooks page shows Token expired and a Reconnect button.
This is not a disconnect: links and settings are kept. Click Reconnect, sign in to Intuit, and everything that queued up in the meantime syncs.
Using QuickBooks Desktop?
On a QuickBooks Desktop connection, Disconnect is on the QuickBooks Desktop card. The confirmation reads "Run a Call stops sending invoices and payments to QuickBooks. Nothing already in QuickBooks is changed." Anything still waiting for the next check-in is dropped, and the record links are cleared the same way — so talk to Support before setting Desktop up again on the same company file. See Connecting QuickBooks Desktop.