Managing your Float accounting integration is simple. Whether you need to refresh your data, fix a connection issue, or switch accounting systems, this guide will walk you through the steps to disconnect, reconnect, or manually sync your accounting integration.
Choose the right action based on your needs:
Manual Sync - Refresh data without disrupting your connection
Reconnect - Fix authentication or permission issues
Disconnect - Remove the integration completely
Questions? Learn What Happens When You Disconnect & Reconnect Your Accounting Integration
Manual Resync
What it does: Forces an immediate refresh of data between Float and your accounting software while keeping your connection and all settings intact.
When to use it:
- You just created a new GL code or vendor in your accounting software and need it in Float now
- Transactions aren't appearing as expected
- You want to ensure you have the most up-to-date data
- As a first troubleshooting step
How to manually resync your data to Float: Settings > Accounting Sync > Sync
Impact on your data: No disruption; all mappings, settings, and data remain unchanged, and new or edited data from your Accounting Integration makes its way to Float.
Reconnecting
What it does: Re-establishes the connection between Float and your accounting software by requiring you to log in again and re-authenticate.
When to use it:
- You see a "Sync Failed" message or connection error in Settings > Accounting Sync
- Your login credentials have changed in your accounting software
- Your authentication has expired (common after 60-90 days)
- Your permissions were changed in the accounting software
- Float no longer has access to sync data
How to reconnect your accounting integration: Once you've disconnected your accounting sync, stay in Accounting Sync, and "Connect" to the respective accounting integration.
Impact on your data: Depends on whether you reconnect to the same account or a different one: What Happens When You Disconnect & Reconnect Your Accounting Integration
Disconnecting
What it does: Completely removes the connection between Float and your accounting software and stops all automatic syncing.
When to use it:
- You're switching to a different accounting software permanently
- You need to troubleshoot persistent sync issues
- You're connecting to a completely different company/organization
- You're permanently stopping the integration
How to disconnect your accounting integration: Settings > Accounting Sync > Select the "⋯" > Disconnect
Impact on your data: Depends on whether you reconnect to the same account or a different one: What Happens When You Disconnect & Reconnect Your Accounting Integration
What Happens When You Disconnect & Reconnect Your Accounting Integration
If you see a "Sync Failed" message through your Accounting Sync settings, you may be asked to reconnect.
Here's what that means for your data.
What "disconnecting" means
Disconnecting your integration stops the sync between Float and your accounting software. You'll see a warning that says all accounting data will be deleted.
Good news: As long as you reconnect to the same account, your data will stay safe.
If you reconnect to the same account
- All vendor, tax code, and GL mappings stay in place
- Previously imported data is restored automatically
- Syncing resumes without needing to redo your setup
Float simply refreshes the connection without touching your configuration.
If you connect to a different account
- Old data is removed
- You'll need to re-map vendors, tax codes, and the clearing account
- The new account's data will sync into Float
Important: Only connect to a different account if you're intentionally switching systems. We recommend exporting all unexported transactions that are coded with your previous accounting data before connecting to a new account.