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
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.