Disconnecting QuickBooks
Last updated 23 August 2026
The P5 Home Co finance platform connects to P5’s QuickBooks Online company file to read accounting records. That connection can be ended at any time, from either side, and takes effect immediately.
From QuickBooks Online
- Sign in to QuickBooks Online as an administrator.
- Open Settings (the gear icon) and choose Manage apps, or go to the Apps area.
- Find P5 Finance OS in the list of connected apps.
- Choose Disconnect and confirm.
From the P5 platform
A P5 administrator can disconnect from Admin → Finance → Health, which shows the current connection status alongside every other integration and scheduled job.
What happens when you disconnect. The stored access and refresh tokens are discarded, and the platform immediately stops reading anything further from QuickBooks. Accounting records already synced into the platform remain, because P5 needs them for its own project reporting, lien compliance, and tax records. Nothing is written back to QuickBooks as part of disconnecting, and no QuickBooks data is deleted.
Reconnecting
A P5 administrator can reconnect from the same health page. Reconnecting starts a fresh authorisation in QuickBooks and issues new tokens; the old ones are never reused.
Requesting deletion
If you want the synced accounting data removed as well, write to the address below and we will confirm what can be deleted and what we are required to retain. Our privacy policy explains those retention obligations.