Users of EdgeCTP can disconnect their existing connection to the online cloud-based Xero accounting package when they wish to perform tasks in EdgeCTP that they don’t want replicated in Xero (or at least until they re-connect or sync manually at a later date).
How to Disconnect Xero from EdgeCTP
The following is a brief step-by-step guide that introduces how to disconnect Xero from within EdgeCTP.
Disconnecting Xero from within EdgeCTP
Make sure you have administration user access rights and login to your EdgeCTP account.
- From the home dashboard, choose from the menu in the top left of the screen: Administration > Settings > Accounting Interface and notice that Xero is connected
- Click [Disconnect] to show the Disconnect from Xero confirmation pop-up. Please note that if you have popup blockers enabled on your browser, you’ll see a warning appear, usually in the address bar (towards the right), saying that a popup was blocked. If this happens, then click the warning > Always allow popups from EdgeCTP and click [Disconnect] again to see the Disconnect from Xero confirmation
- Click [1st Disconnect Xero] that will take you to Xero (in a new/different tab) with a Login request for security purposes
- Login to Xero and the Connected Apps screen will appear
- Find EdgeCTP and click [Disconnect app]; when asked if you are sure, click [Disconnect App] again, and EdgeCTP will disappear from Xero’s Connected App screen
- Click on the [EdgeCTP | Settings] tab (at the top of your browser) to return you back to EdgeCTP
- On the Disconnect from Xero confirmation in EdgeCTP, now click [2nd Disconnect EdgeCTP], which will clean-up connection links on EdgeCTP and return you to Administration > Settings > Accounting Interface with Xero being ‘unconnected‘
See more on Xero and EdgeCTP
- How to Connect EdgeCTP to Xero
- How to create an Invoice in EdgeCTP and copy to Xero
- How to create a Credit Note in EdgeCTP and copy to Xero
- Start using Xero