QuickBooks Integration
You've Disconnected QuickBooks
Margin Theory no longer has access to your QuickBooks Online data.
What Happened
You disconnected Margin Theory from your QuickBooks Online company. Margin Theory's authorization token has been revoked and we can no longer pull new trial balance or general ledger data from your books.
What This Means
- Existing reports and workbooks we've already prepared for you are unaffected.
- We cannot prepare new monthly reviews until you reconnect.
- Historical data we've already stored (past trial balances, reports, and notes) is retained per our Privacy Policy.
If This Was a Mistake
You can reconnect at any time. Email jake@margintheory.co for a fresh connection link, or visit our connect page.
Requesting Deletion
If you want the historical data we've stored to be deleted, email jake@margintheory.co. We'll confirm the scope of deletion and process the request within 30 days, consistent with our Privacy Policy.