It's important to note that only the account owner who established the connection can perform this deletion.
There are circumstances where you might need to delete a financial institution connection from Smart Connect. Common reasons include closing an account or mistakenly connecting a personal account. It's important to note that only the account owner who established the connection can perform this deletion. Follow these steps to remove an account from the Smart Connect module.
Steps to Delete an Account in Smart Connect
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Access Smart Connect:
- Start by clicking on the Smart Connect module in your portal.
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Locate the Institution:
- Find the financial institution or account you wish to delete.
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Initiate the Deletion Process:
- Click the "Edit" button located in the last column next to the institution you want to remove.
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Select Delete Option:
- From the available options, choose "Delete."
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Confirm Deletion:
- A "Delete Connection" warning message window will appear. This is to ensure you are aware of the implications of deleting this connection.
Important Considerations
- Implications of Deletion: Understand that deleting a connection may affect the flow of financial data and reporting in Smart Connect and potentially in other linked accounting systems.
- Account Ownership: Remember, deletion can only be carried out by the user who originally established the connection. If you are not the account owner, you will need to coordinate with them for this action.
- Re-adding Accounts: If you delete an account and later decide you need it again, you will have to go through the process of adding it as a new connection in Smart Connect.