Step by step
- Open Administration › Integrations and the tab of the service (Accounting or Getting paid).
- Under the connected service press Disconnect.
- Confirm. For Xero or QuickBooks: "Invoices stop going there. What is already in Xero stays there." For GoCardless or Stripe: "No new payments are requested."
Afterwards
The card shows Not connected and the connect button again. Disconnecting is recorded in the Audit log.
You may also want to remove SubClik's access on the provider's side (Xero connected apps, or delete the GoCardless token or Stripe key).
Works together with
- Integrations: connect your other systemsConnect your own Xero or QuickBooks, collect money with your own GoCardless or Stripe, put jobs in your calendar, send alerts to Slack, Teams, Google Chat, Zapier or Make, and let your own software read data with API keys.
- Connect XeroSend every invoice and credit note to your own Xero organisation as it is issued, and mark invoices paid here when the payment is recorded in Xero.
- Connect QuickBooks OnlineSend every invoice and credit note to your own QuickBooks Online company as it is issued, and mark invoices paid here when the payment is recorded in QuickBooks.
- Connect GoCardless (Direct Debit)Collect invoices by Direct Debit into your own GoCardless account. Customers sign a mandate once; each invoice is then collected on its due date and marked paid here.
- Connect Stripe (card payments)Give each issued invoice a card payment link (with Apple Pay and Google Pay), paid into your own Stripe account and marked paid here.
- Audit log: who changed whatA permanent record of important changes: team access, settings, bank details, job rates, contract billing, integrations, API keys, printer agents and payments brought in automatically. Entries cannot be edited or deleted.