Archive and Delete a Connection

Archive or delete connections for inactive or closed accounts.

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Looking to remove just a few transactions? Archiving and deleting a connection removes all transactions from that connection. To delete only individual synced transactions from Plaid, Stripe, or QuickBooks Online, see Delete Individual Synced Transactions in Delete or Remove Transactions in Digits

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 in the same way as Plaid or Stripe is. To delete individual QBO transactions, do so from the Ledger (see Delete or Remove Transactions in Digits). To redo your entire QuickBooks import, see Starting Over in Digits

Archive vs. Delete — What’s the difference?

Action	What it Does	Best used when...
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.

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Archive a Connection or Account

1. Open the client you want to manage.
2. In the left navigation menu, click Connections.
3. Select My Connections.
4. Click Manage next to the connection.
5. In the left panel, select the connection or account you want to archive.

   • The connection appears at the top
   • Individual accounts appear below

1. Click Archive and follow the prompts to confirm.

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Deleting a Connection or Account

Warning: Deleting a connection permanently removes every transaction synced through it, including transactions in closed accounting periods. This can affect reconciliations and reports, so review the connection carefully before proceeding.

Manually entered transactions, CSV imports, and Digits Pay activity are not tied to the connection and will remain in your ledger.

To remove only a few transactions, delete them individually from the Ledger instead; see: Delete or Remove Transactions in Digits

Note: To delete a connection or account, it must be archived first. See Archive a Connection or Account

1. Open the client you want to manage.
2. In the left navigation, click Connections.
3. Select My Connections.
4. Click Manage next to the connection.
5. In the left panel, select the connection or account you want to delete.

   • The connection appears at the top
   • Individual accounts appear below
6. Click Delete and follow the prompts.

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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.

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