Unlink vendors and customers in Routable via the Company page. The unlinking process only applies if your Routable workspace is integrated with an accounting software.
You may want to unlink a company from your accounting software if you merged a vendors/customer in your accounting software and now the Routable company is linked to the incorrect vendor/customer.
Unlinking a company in Routable will not delete the company in Routable or in you accounting software—it simply severs the synchronization link between the two. You will need to manually match → the Routable company to your accounting software vendor/customer if you want to resume creating payables/receivables for this company.
Permissions required
To unlink companies, you must have a creator or above
— or the edit permission under
Account Settings in your custom roles settings.
To get started, open the Companies section in the left-navigation and select Vendors or Customers.
On the company's profile, click the Actions menu (Vendors) or 3-dot menu (Customers) at the upper-right corner and select Unlink record from {accounting software}.
In the modal, click Unlink.