Disconnecting RTS Portfolio Finance

Disconnect from QuickBooks Online

1. Sign in to QuickBooks Online as an administrator of the company.
2. Open the Settings menu (the gear icon), then choose Apps.
3. Select the My Apps or Connected apps tab.
4. Find RTS Portfolio Finance, open its action menu, and choose Disconnect.

Each QuickBooks company is authorized separately, so disconnecting one company does not affect any other. Repeat the steps above for every company you want to disconnect.

What happens immediately

• Our access token stops working at once. No further data can be read
• Scheduled reporting for that company stops and is recorded as unavailable — it is never reported as zero
• Reconnecting later requires a fresh authorization by a company administrator

What happens to data already read

Profit & Loss figures previously retrieved remain in our internal records so that historical period comparisons stay intact, exactly as a saved report would. Stored authorization tokens for the disconnected company are no longer usable and are removed.

If you want previously retrieved figures deleted as well, email us and we will remove them and confirm when it is done.