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How to Cancel Your ConnectBooks Account

How to cancel your ConnectBooks plan and what happens next.

Only an account admin can cancel the plan.

Cancel your plan

  1. Click your profile icon at the top right, then click your plan. Or go straight to Plan.

  1. Click the 3 dots next to your plan and choose "Cancel plan".

  2. Pick a reason. If a box shows, tell us a bit more. Then click Continue (or "Continue to cancel").

  3. Confirm it's you: type your username and password, then click Confirm.

  4. Click "Yes, cancel my plan".

What happens next

You can keep using ConnectBooks until the last day of your billing cycle. After that:

  • ConnectBooks stops syncing to QuickBooks.

  • You lose access to your reports and past data.

Want to keep your reports? Download them before your billing cycle ends.

Frequently asked questions

I don't see "Cancel plan".

Only account admins can cancel, and only an active plan can be cancelled. Ask your account admin, or contact support.

Can I talk to someone first?

Yes. For some reasons you pick, you'll see a "Book a session" button. We're happy to help.

Can I come back later?

Yes. We'll be here if you decide to return.

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