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How to switch from Quickbook entry to manual entry?

If you have already imported your business’ financial information from the Tresle-Quickbooks integration and you wish to disconnect from QuickBooks and enter your information manually, you can follow these steps:

  1. Sign in to your Tresle account. 
  2. Click ‘SELL’ on the top banner.
  3. Select ‘Edit’.
  4. From there, click the ‘Financials’ tab within the listing, and then click on the pencil icon on the right corner.
  5. On the popup, choose ‘Enter details manually’. 
  6. Enter your new financial information.
  7. A new popup will appear, informing you that your QuickBooks details will be deleted. If you want to continue, click ‘Confirm’.
  8. Your QuickBooks information has been deleted and replaced by your manual entry.

To learn more about integrating your QuickBooks account with Tresle, watch our tutorial video below!

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