This article applies to:

Disconnect a client's OnBalance account from your firm

You can disconnect a client’s OnBalance account from your firm when you stop working with them.

Select Setup
, then Clients
.

Select Edit
next to the client's ID.

Select the Integration
tab.

Select Disconnect
.

Confirm that you want to disconnect the client.

note

If you want to reconnect a client with your firm, send them a new invitation to use OnBalance.