If you have already imported your business’ financial information from the Tresle-Quickbooks integration and you wish to disconnect from QuickBooks and enter your information manually, you can follow these steps:
- Sign in to your Tresle account.
- Click ‘SELL’ on the top banner.
- Select ‘Edit’.
- From there, click the ‘Financials’ tab within the listing, and then click on the pencil icon on the right corner.
- On the popup, choose ‘Enter details manually’.
- Enter your new financial information.
- A new popup will appear, informing you that your QuickBooks details will be deleted. If you want to continue, click ‘Confirm’.
- Your QuickBooks information has been deleted and replaced by your manual entry.
To learn more about integrating your QuickBooks account with Tresle, watch our tutorial video below!