Accounting Integrations — Bulk & Line Actions

This page covers the actions on the main Accounting Integrations table.

Role lozenges show the normal access level for each action. Tenant/client scoping and record state can still hide an action in some cases.

Line actions

Edit Owner: opens the integration so you can update credentials, sync settings, or platform options.
Connect Owner: starts the connection flow for integrations that are not fully connected yet. Save the integration first so ParcelPilot has the client, platform, and credentials it needs before you try to connect.
Disconnect Owner: clears the active OAuth connection for integrations that are already connected. This keeps the integration record and saved client/app credentials, but removes the active OAuth tokens and connected state.

Delete Owner: deletes the selected accounting integrations. This stops future syncs for that client, so use it only when you really want to retire the connection.

Create Owner: opens a new accounting integration form. It is shown to users who are allowed to create accounting integrations.
Accounting Integrations Help Owner: opens the help guide for accounting integrations.