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Disconnect Xero

Stop syncing with Xero. Your documents stay in both places as they are.

Who can do this: adminsUpdated

Disconnect Xero if you are moving to a different Xero organisation or no longer want Techstyles to update it.

Before you start

  • You need permission to edit studio settings.

Steps

  1. Go to Settings > Integrations.
  2. On the Xero card, click Disconnect.
  3. In Disconnect Xero?, click Disconnect.

What happens next

  • Techstyles stops sending anything to Xero, and Xero's access is withdrawn.
  • Documents keep their link to their Xero copy, so they pick up where they left off if you reconnect to the same organisation.
  • Documents you save while disconnected show Xero off.
  • Payments you record while disconnected are tagged Not in Xero.
  • Anything you void or delete while disconnected is left as it is in Xero, and isn't replayed when you reconnect. Do it in Xero yourself.
  • Sync to Xero disappears from Finance.

After reconnecting, sync documents marked Xero off and send any Not in Xero payments.