Datto Autotask PSA: QuickBooks Online - How to Disconnect the Autotask Invoices or Expenses App

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Topic

It is common for a customer to need to disconnect the Autotask Invoices/Expenses/Purchases Orders app in QBO. For example:

  • The resource which initially configured the integration has left or has changed their username/password.
  • The resource has changed the username/password for the Autotask API user account used to connect the app.
  • A troubleshooting step requested by Product Support

Environment

  • Datto Autotask PSA

Description

How to disconnect the integration

  1. Open the Intuit QuickBooks My Apps page.
  2. Under Autotask Invoices or Expenses, click Disconnect

MyAppsPageDisconnect.png

Once disconnected, refer to the QBOnlineInvoiceSetup documentation that is intended to walk customers through the setup process.

Additional Resources 

The following URLs will help users reconnect their applications:

QuickBooks Online Invoice Setup URL:

https://ww13.autotask.net/Help/Content/AdminSetup/2ExtensionsIntegrations/QuickBooksOnline/QBOnlineInvoiceSetup.htm

QuickBooks Online Expenses Setup URL:

https://appcenter.intuit.com/Account/Logon?nexturl=%2fConnect%2fOAuth2%2fTryBuy%3fappId%3db7si3eykmk%26realmId%3d&dbid=b7si3eykmk

Note: The URLs above are only for existing customers of the integrations. New activations must go through provisioning. 

 

 


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