Audience: Accounting Manager and ERP Admin
Summary: How to disconnect from your accounting system if you notice that MineralTree appears to be connected, but your sync is not current.
Please note: This article is only referring to cloud connectors. If you have a connector installed on your desktop or server, the sync status indicator will only show Connected if your sync is up to date.
Disconnect from your accounting system
- Log into MineralTree as an Accounting Manager.
- Navigate to Settings > Company Profile
- Click "Disconnect from [accounting system]"
Reconnect to your accounting system
Once you are back on the dashboard, re-connect by clicking on the Sync Status Indicator on the top right of your dashboard.
Enter your accounting system credentials based on the relevant instructions below, if prompted.
- QuickBooks Online
- NetSuite will use the same token. Please contact MineralTree support if you need assistance generating a new token