Disconnecting and Removing your Xero File

How do I disconnect and remove my Xero file?
Written by Katherine Schraeder
Updated 2 months ago

Follow the steps below to disconnect your Xero file from your account:

Step 1: From your forecast, click on the account name in the top right corner to access your dashboard.

Step 2: Click on the "Settings" button to access your Forecast Settings. At the bottom of the page, you will see all your integrations listed.

Step 3: Click the X beside the Xero file you wish to remove. All of your Xero data and settings will be removed.

Please Note: Be aware that any manually created items in an account that have been imported from Xero will be deleted along with any information imported into that Scenario or Forecast. Make sure you have moved any manually created items into a separate account.


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