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FAQs
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Troubleshooting & Support
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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Botkeeper Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
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- Work
- Transaction Manager
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- Client & User Management (formerly Portal Manager)
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- Activity Hub
- Auto Bank Rec
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- Close Tracker
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
How do I delete a financial institution connection in Smart Connect?
Visit the account overview page, and click the “Edit” or “Reconnect” button (depending on the current state of the connection), then select “Delete Connection.”
The account owner who established the connection and users with the role Partner Admin are the only users who can delete/remove a connection. This can be accomplished on the account overview page by clicking the “Edit” or “Reconnect” button (depending on the current state of the connection), then selecting “Delete Connection.”