How to Delete a Bank Feed Connection in LedgerSync
Overview
Deleting a bank feed connection in LedgerSync removes all associated accounts and transaction data linked to that connection. This process is irreversible, so ensure that you no longer need the data before proceeding.
Steps to Delete a Bank Connection:
Log into the LedgerSync Application
Use your credentials to sign in to your Ledgersync account.
Select the Client
In the left-hand panel, navigate to and select the client for whom you want to delete the bank connection.
Choose the Bank Connection
Click on the bank connection you wish to remove from the client’s account.
Delete All Accounts
Select the option "Delete All Accounts" to remove the connection and associated data permanently.
Important Notes:
Irreversible Action: Once deleted, the bank connection and all associated accounts cannot be recovered.
Client-Specific: Ensure you are selecting the correct client before deleting a bank connection.
Support Assistance: If you encounter any issues or need confirmation before deletion, contact LedgerSync Support for assistance.
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