How do I disable the Xero/Quickbooks integration?

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Paul K
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This article will show you how you can switch off the Xero/QuickBooks integration.

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Disabling the Integration

To turn off the Xero or QuickBooks accounting integration, go to Manager > Integrations > Click on either Xero or QuickBooks (whichever one you're using) > Manage Integration.

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Next, select Manage Connection.

Finally, choose your preferred option:

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  • Disable: Pauses the sync between Phorest and Xero/QuickBooks. Your settings will be retained, and you will still continue to be billed for the integration.
  • Disconnect: Disconnects any Xero/QuickBooks accounts you have connected with Phorest. Sync is paused. You will still continue to be billed for the integration.
  • Delete: Deletes the connection between Phorest and Xero/QuickBooks. Sync and billing for the integration are stopped. Your previous settings will be retained should you decide to reconnect.

Disabling the Integration During a Billing Period

Billing for the integration runs from the 1st of every month, and you are billed for that month.

If you disable the integration mid-month, billing will stop from the next billing period onward unless you re-enable it.

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