Disconnect a Goal from QuickBooks #
If a goal is currently synced with QuickBooks, you can easily remove that connection at any time inside Propel Your Business.
How to Disconnect QuickBooks from a Goal #
- Go to the Goals module
- Locate the goal that is synced with QuickBooks
- Use filters if needed
- Click the three dots on the right-hand side of the goal
- Select Edit
- Choose Disconnect from QuickBooks
Other Options You’ll See #
While in this menu, you may also see:
- Resync → Pulls the latest actuals from QuickBooks
- Disconnect from QuickBooks → Removes the data connection