Trying to connect . . .
How to switch from Quickbook entry to manual entry?

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:

  1. Sign in to your Tresle account. 
  2. Click ‘SELL’ on the top banner.
  3. Select ‘Edit’.
  4. From there, click the ‘Financials’ tab within the listing, and then click on the pencil icon on the right corner.
  5. On the popup, choose ‘Enter details manually’. 
  6. Enter your new financial information.
  7. A new popup will appear, informing you that your QuickBooks details will be deleted. If you want to continue, click ‘Confirm’.
  8. 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!

Was this article helpful?
Please select all that apply.
Learn More About Selling
Learn more how Tresle provides a simple & cost-effective solution for owners to list their business for sale.
Related Articles
Can I use Quickbooks Integration if I don’t have a Quickbooks account?
To use the Tresle-QuickBooks ‘one-click’ integration, you must be a ‘QuickBooks Online’ customer. If you are a ...
What is the QuickBooks badge?
The QuickBooks badge on a Tresle listing signifies that the seller has connected their business’ QuickBooks account to Tresle. As s...
When I upload my information from Quickbooks, is it safe?
Data that is shared from a customer’s QuickBooks account to Tresle remains stored on QuickBooks. Tresle does not have access to edi...
Tresle connects serious buyers with serious sellers
Find Your Next Step