Disconnect QuickBooks

Disconnecting from QuickBooks removes the OAuth connection between HubSpot and your QuickBooks account while keeping the integration app installed in HubSpot. This is useful for temporarily stopping the integration, switching environments, or rotating credentials.

Disconnect vs Uninstall

Disconnecting is different from uninstalling:

Recommendation: Use disconnect instead of uninstall if you plan to reconnect later or are just switching environments.

When to Disconnect

Use disconnect when you want to:

✅ Switch Environments: Move from Sandbox to Production or vice versa ✅ Change QuickBooks Companies: Connect to a different QuickBooks company ✅ Rotate Credentials: Update OAuth credentials for security ✅ Temporarily Stop: Pause the integration without removing it ✅ Troubleshoot: Reset the connection to fix authentication issues

What Happens When You Disconnect

Immediate Effects

Connection:

• ❌ OAuth access token deleted
• ❌ OAuth refresh token deleted
• ❌ QuickBooks API access revoked
• ❌ Cannot create invoices from HubSpot
• ❌ Cannot sync customers

App Components:

• ✅ CRM card remains on deal records (shows “Not Connected”)
• ✅ Settings page remains accessible
• ✅ Default tax codes and products preserved
• ✅ Environment selection preserved

Data Impact

QuickBooks Data (Preserved):

• ✅ All invoices remain in QuickBooks
• ✅ All customers remain in QuickBooks
• ✅ All financial data unchanged

HubSpot Data (Preserved):

• ✅ All deals unchanged
• ✅ All contacts unchanged
• ✅ All quotes and line items unchanged

Integration Configuration (Partially Preserved):

• ❌ OAuth tokens deleted (connection severed)
• ✅ Client ID and Secret preserved (if entered)
• ✅ Default tax code settings preserved
• ✅ Default product settings preserved
• ✅ Environment selection (Sandbox/Production) preserved

Privacy Note: Once disconnected, we cannot access your QuickBooks data. OAuth tokens are the only method of accessing your QuickBooks account, and they are permanently deleted when you disconnect.

How to Disconnect

Method 1: Via Settings Page (Recommended)

1. In HubSpot, click the Settings gear icon (top right)
2. Navigate to Integrations → Connected Apps
3. Click on QuickBooks Invoicing
4. Go to the Authentication tab
5. Click Disconnect or Revoke Access
6. Confirm when prompted

Method 2: Via Intuit Developer Portal

You can also revoke access from the QuickBooks side:

1. Sign in to your QuickBooks Online account
2. Go to Settings (gear icon) → Apps
3. Find HubSpot QuickBooks Invoicing (or your app name)
4. Click Disconnect or Remove

This achieves the same result as Method 1.

Method 3: Via HubSpot Connected Apps

1. In HubSpot, go to Settings → Integrations → Connected Apps
2. Find QuickBooks Invoicing
3. Click the Actions dropdown or three-dot menu
4. Select Disconnect (not Uninstall)

Note: If you select Uninstall instead, the entire app will be removed. Make sure to choose Disconnect only.

After Disconnecting

What You’ll See

CRM Card:

• QuickBooks Invoices tab still visible on deal records
• Shows “QuickBooks Not Connected” or similar message
• May show “Connect to QuickBooks” button

Settings Page:

• Authentication tab shows “Not Connected” status
• Client ID and Secret fields may still be populated (if previously entered)
• Connect to QuickBooks button available
• Defaults tab unchanged

API Behavior:

• All API calls to QuickBooks will fail
• Invoice creation attempts will show connection error
• Customer sync attempts will fail

Token Deletion Details

When you disconnect:

1. Access Token Deleted (within 1 second):

   • Current API access immediately revoked
   • Cannot make new API calls to QuickBooks
   • Tokens permanently deleted from database

2. Refresh Token Deleted (within 1 second):

   • Cannot obtain new access tokens
   • OAuth session completely terminated
   • No background refresh possible

3. Encryption Keys Rotated (within 5 seconds):

   • Old encrypted tokens become unreadable
   • Even if tokens were backed up, they’re useless
   • Account-specific encryption key changed

Result: Complete disconnection. We have zero access to your QuickBooks data after token deletion.

How to Reconnect

After disconnecting, you can reconnect anytime:

Step 1: Access Settings

1. Go to Settings → Integrations → QuickBooks Invoicing
2. Open the Authentication tab

Step 2: Verify Credentials (if needed)

If you previously entered credentials:

• Client ID should still be populated
• Client Secret should still be populated
• Environment selection should be unchanged

If fields are empty:

• Re-enter your Client ID
• Re-enter your Client Secret
• Select environment (Sandbox or Production)

Step 3: Connect to QuickBooks

1. Click Connect to QuickBooks button
2. You’ll be redirected to Intuit’s authorization page
3. Sign in to QuickBooks (if not already signed in)
4. Select the QuickBooks company to connect
5. Click Authorize or Connect
6. You’ll be redirected back to HubSpot

Step 4: Verify Reconnection

After reconnecting:

• Authentication tab shows “Connected” status
• QuickBooks company name displayed
• CRM card shows active connection
• Invoice creation should work immediately

Estimated Reconnection Time: 2-3 minutes

Common Disconnect Scenarios

Scenario 1: Switching from Sandbox to Production

You tested with Sandbox and now want to connect to production:

1. Disconnect from Sandbox environment
2. Change Environment selector to “Production”
3. Enter Production Client ID and Secret
4. Click Connect to QuickBooks
5. Select your production QuickBooks company
6. Authorize the connection

Your default settings (tax codes, products) are preserved during the switch.

Scenario 2: Connecting to Different QuickBooks Company

You want to switch from one QuickBooks company to another:

1. Disconnect from current QuickBooks company
2. Keep credentials the same (same environment)
3. Click Connect to QuickBooks
4. When prompted, select the different company
5. Authorize the connection

Scenario 3: Rotating OAuth Credentials

For security, you need to rotate your credentials:

1. Disconnect in HubSpot settings
2. Go to Intuit Developer Portal
3. Regenerate your Client Secret
4. Return to HubSpot settings
5. Enter the new Client Secret
6. Click Connect to QuickBooks
7. Complete OAuth flow with new credentials

Scenario 4: Fixing Connection Issues

You’re experiencing authentication errors:

1. Disconnect to reset the connection
2. Verify Client ID and Secret are correct
3. Check environment matches your credentials (Sandbox vs Production)
4. Reconnect to establish fresh OAuth session
5. Test invoice creation to verify fix

Troubleshooting Disconnection

Can’t Find Disconnect Button

Possible locations:

• Authentication tab in app settings
• Connected Apps page (Actions menu)
• App configuration page

If still not found:

• Look for “Revoke Access” instead of “Disconnect”
• Check if already disconnected (status shows “Not Connected”)
• Try accessing via different route

Disconnect Button Disabled

Possible causes:

• Already disconnected
• User doesn’t have admin permissions
• Browser cache issue

Solutions:

1. Refresh the page
2. Verify you’re a Super Admin
3. Clear browser cache
4. Try different browser

Disconnection Doesn’t Complete

Possible causes:

• Network timeout
• API communication issue
• Browser blocking the request

Solutions:

1. Wait 10 seconds and refresh
2. Check network connection
3. Try again in a few minutes
4. Contact support if persists

CRM Card Still Shows “Connected”

Possible causes:

• Cache not cleared
• Disconnection still processing

Solutions:

1. Hard refresh the page (Ctrl+Shift+R / Cmd+Shift+R)
2. Wait 30 seconds and refresh
3. Sign out and sign back in to HubSpot

Data Privacy After Disconnection

We Cannot Access Your QuickBooks Data

Privacy Guarantee: After disconnection, we have zero ability to access your QuickBooks account.

Why:

1. OAuth tokens are the only method to access QuickBooks via API
2. Tokens are permanently deleted when you disconnect (no backup)
3. Encrypted tokens become unreadable after key rotation
4. No alternative access methods exist (we don’t store passwords)

What This Means:

• ✅ Your invoices are private after disconnection
• ✅ Your customers are inaccessible to us
• ✅ Your financial data is completely secure
• ✅ No background processes can access your data
• ✅ Even our developers cannot access your QuickBooks account

Technical Guarantee:

Disconnect → Tokens Deleted → API Access Impossible → Complete Privacy

Reconnection Creates New Tokens

When you reconnect:

• A completely new OAuth session is created
• New access token generated
• New refresh token generated
• No connection to previous session

Each connection is independent and isolated.

Frequently Asked Questions

Will disconnecting delete my QuickBooks invoices?

No. Invoices in QuickBooks are permanent and completely unaffected by disconnecting the HubSpot integration.

Can I reconnect to the same QuickBooks company?

Yes. You can disconnect and reconnect to the same company as many times as needed.

Will my default settings be preserved?

Yes. Your default tax codes, products, and environment selection remain saved even after disconnecting.

How is disconnect different from uninstall?

Disconnect removes the connection but keeps the app installed. Uninstall removes the entire app from HubSpot. See Data Impact for details.

Do I need to re-approve OAuth scopes when reconnecting?

Yes. Each time you connect to QuickBooks, you must authorize the app and approve permissions.

Will disconnecting affect other users?

Yes. Disconnecting affects all users in your HubSpot account. The QuickBooks connection is account-wide, not per-user.

Can I disconnect without admin permissions?

No. Only Super Admins can disconnect integrations in HubSpot.

Next Steps

If You Want to Disconnect

Follow the steps in How to Disconnect above.

If You Want to Completely Uninstall

Read Data Impact Warning first, then proceed with uninstall.

If You Want to Reconnect

Follow the steps in How to Reconnect above.

If You’re Switching Environments

See Environment Selection for detailed guidance.

Additional Resources

• Data Impact Warning - What happens to your data
• Reinstallation Guide - If you uninstall and want to reinstall
• Authentication Troubleshooting - Fix connection issues
• Environment Selection - Sandbox vs Production