Haruno Knowledge base

Manage a company

Rename, archive, restore, disconnect and remove a QuickBooks company on the dashboard. What each does, who may do it, and what a customer is asked first.

  • DashboardAvailable

Every company row on the QuickBooks page has the buttons below. Each one answers with a note at the top of the card, for example "Harbor Coffee Roasters is renamed."

Rename

Anyone in the organization can rename a company.

  1. Press Rename

    The row turns into a small form with the label "Company name in Haruno".

  2. Type the new name and press Save

    Cancel puts the row back. A name that is empty, or the same as before, changes nothing.

Renaming a company.
The QuickBooks page with the first company's row opened as a form. The label Company name in Haruno, a box holding Harbor Coffee Roasters, and Save and Cancel buttons.

The new name is the one Haruno shows. It is the name in Haruno, not in QuickBooks.

Archive and Restore

Anyone in the organization can archive a company. It gets an Archived badge and the button becomes Restore.

  • In the Mac app, an archived company says so on its card, its books stay on the computer, and it is left out when the app syncs every company.
  • A company archived here is not offered in the app's Add company list until it is restored.

Archiving only hides the company from view. It does not end Haruno's access to QuickBooks. Use Disconnect for that. Connecting an archived company again through Connect to QuickBooks restores it. A Reconnect leaves it archived.

Disconnect (admins)

Disconnect ends Haruno's access to the company everywhere, on every computer. The company stays in the list, so it can be reconnected later.

The card asks first: "Disconnect Harbor Coffee Roasters? Haruno loses access to it everywhere. The company stays here, so you can reconnect it later." Then the row reads "Haruno's access to this company has ended." The button is not shown once access has ended.

On request, our team can run the same disconnect for a customer. The customer sees the same result.

Remove (admins)

Remove ends Haruno's access and deletes the company from the portfolio.

Remove asks first.
The QuickBooks page with the first company's row asking for confirmation: Remove Harbor Coffee Roasters? Haruno loses access to it and the company is deleted from the portfolio. Books already on your computers are not touched. A Remove button and a Cancel button.

The card asks: "Remove Harbor Coffee Roasters? Haruno loses access to it and the company is deleted from the portfolio. Books already on your computers are not touched." The books in the apps stay where they are. What goes is the company's place in the portfolio and Haruno's access.

When something goes wrong

A red note appears at the top of the card.

NoteWhat it means
Only an administrator of your organization can do that.A member tried an admin action.
This company changed meanwhile. The list has been reloaded; please try again.Someone else changed the company a moment ago. The list is fresh. Try again.
Couldn't rename / update / disconnect / remove (company). Please try again.A problem on our side. Try again.
Couldn't load your QuickBooks companies.The list did not load. Try again reloads it.

If an admin disconnects the company inside QuickBooks, Haruno's access ends the same way, and the company is removed from the portfolio once Intuit confirms it. See Connect a company to bring it back.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,66 @@
+---
+title: Manage a company
+summary: Rename, archive, restore, disconnect and remove a QuickBooks company on the dashboard. What each does, who may do it, and what a customer is asked first.
+feature: dashboard-quickbooks
+covers:
+  - web/dashboard/components/QuickBooksConnectionsCard.tsx
+  - web/dashboard/app/[lang]/connections/page.tsx
+  - web/dashboard/e2e/quickbooks-connections.spec.ts
+---
+
+Every company row on the [QuickBooks page](/dashboard/quickbooks-connections/companies/) has the buttons below. Each one answers with a note at the top of the card, for example "Harbor Coffee Roasters is renamed."
+
+## Rename
+
+Anyone in the organization can rename a company.
+
+<Steps>
+<Step title="Press Rename">
+The row turns into a small form with the label "Company name in Haruno".
+</Step>
+<Step title="Type the new name and press Save">
+**Cancel** puts the row back. A name that is empty, or the same as before, changes nothing.
+</Step>
+</Steps>
+
+<Shot src="/m/9746606cdf36-dashboard-qb-rename-light.webp" alt="The QuickBooks page with the first company's row opened as a form. The label Company name in Haruno, a box holding Harbor Coffee Roasters, and Save and Cancel buttons." caption="Renaming a company." />
+
+The new name is the one Haruno shows. It is the name in Haruno, not in QuickBooks.
+
+## Archive and Restore
+
+Anyone in the organization can archive a company. It gets an **Archived** badge and the button becomes **Restore**.
+
+- In the Mac app, an archived company says so on its card, its books stay on the computer, and it is left out when the app syncs every company.
+- A company archived here is not offered in the app's **Add company** list until it is restored.
+
+Archiving only hides the company from view. It does not end Haruno's access to QuickBooks. Use **Disconnect** for that. Connecting an archived company again through **Connect to QuickBooks** restores it. A **Reconnect** leaves it archived.
+
+## Disconnect (admins)
+
+Disconnect ends Haruno's access to the company **everywhere**, on every computer. The company stays in the list, so it can be reconnected later.
+
+The card asks first: "Disconnect Harbor Coffee Roasters? Haruno loses access to it everywhere. The company stays here, so you can reconnect it later." Then the row reads "Haruno's access to this company has ended." The button is not shown once access has ended.
+
+On request, our team can run the same disconnect for a customer. The customer sees the same result.
+
+## Remove (admins)
+
+Remove ends Haruno's access **and** deletes the company from the portfolio.
+
+<Shot src="/m/af44bd23fdbb-dashboard-qb-remove-light.webp" alt="The QuickBooks page with the first company's row asking for confirmation: Remove Harbor Coffee Roasters? Haruno loses access to it and the company is deleted from the portfolio. Books already on your computers are not touched. A Remove button and a Cancel button." caption="Remove asks first." />
+
+The card asks: "Remove Harbor Coffee Roasters? Haruno loses access to it and the company is deleted from the portfolio. Books already on your computers are not touched." The books in the apps stay where they are. What goes is the company's place in the portfolio and Haruno's access.
+
+## When something goes wrong
+
+A red note appears at the top of the card.
+
+| Note | What it means |
+|---|---|
+| Only an administrator of your organization can do that. | A member tried an admin action. |
+| This company changed meanwhile. The list has been reloaded; please try again. | Someone else changed the company a moment ago. The list is fresh. Try again. |
+| Couldn't rename / update / disconnect / remove (company). Please try again. | A problem on our side. Try again. |
+| Couldn't load your QuickBooks companies. | The list did not load. **Try again** reloads it. |
+
+If an admin disconnects the company **inside QuickBooks**, Haruno's access ends the same way, and the company is removed from the portfolio once Intuit confirms it. See [Connect a company](/dashboard/quickbooks-connections/connect-a-company/) to bring it back.