Archive and Delete a Connection
Archive or delete connections for inactive or closed accounts.
Important to know
Not all connection types support the same actions.
You can archive or delete any connection
Only bank and card connections (via Plaid) support managing individual accounts within a connection
For example, a Chase connection may include multiple accounts, such as checking accounts and credit cards, which you can manage individually. Connections like Ramp or payroll providers are managed as a whole.
QuickBooks is not managed as a connection. If you need to change a QuickBooks import, see Starting Over in Digits
Archive vs. Delete — What’s the difference?
Archive
Permanently disables an entire connection or a single account within the connection. No new data is imported; existing data remains.
The account is fully closed or no longer relevant.
Delete
Permanently removes all transactions for an archived connection or account.
You need to fully remove data.
Archive a Connection or Account
Open the client you want to manage
In the left navigation menu, click Connections
Select My Connections
Click Manage next to the connection
In the left panel, select the connection or account you want to archive
The connection appears at the top
Individual accounts appear below
Click Archive and follow the prompts to confirm
Deleting a Connection or Account
Warning: Deleting a connection permanently removes all associated transactions. Including transactions in closed accounting periods. This can affect reconciliations and reports. Double-check before proceeding.
Note: To delete a connection or account, it must be archived first. See: Archiving a Connection or Account
Open the client you want to manage
In the left navigation, click Connections
Select My Connections
Click Manage next to the connection
In the left panel, select the connection or account you want to delete
The connection appears at the top
Individual accounts appear below
Click Delete and follow the prompts
Frequently Asked Questions
If I archive a connection, do past transactions disappear?
No. Archiving stops future imports and hides the connection from active views, but existing transactions remain in the Ledger.
Can I undo a deleted connection?
No. Deleting permanently removes all transactions from that connection. Consider archiving instead if you might need historical data.
Got a question or feedback? Our team is all ears—come say hello!