Each account in Puzzle has a Destructive actions section. To find it, go to Integrations, click the account to open it, and find Destructive actions. These actions permanently change your books, so read this before you use one.
Just want to stop syncing? Use Pause (stops syncing until you unpause) or Archive (stops syncing and hides the account) instead. Neither one removes transactions that already synced. See Adding, modifying, and troubleshooting integrations.
At a glance
Action | What happens to the data |
Unlink | Deletes the data synced from that connection. Historical transactions are not kept. |
Reset | Deletes everything ingested from the account, then resyncs it from scratch. |
Remove | Deletes all existing data from the account and stops it from syncing again. |
Merge Accounts | Moves a second account's transactions into this one and removes the second account. |
None of these can be undone.
Which one do I need?
Transactions aren't syncing or look wrong: don't use any of these. Contact support with the account name and a few example transactions (date and amount).
An account was connected to the wrong company, or the same bank or card accounts are connected in two of your companies: pause the accounts in the company they don't belong to, then contact support before removing anything. We'll go over what removing them will change first.
I have a manual account and a connected account for the same bank: use Merge Accounts (below).
The duplicate account only exists in my chart of accounts (it isn't on the Integrations page): it won't show up in Merge Accounts. See Cleaning up a duplicate bank account that only exists in your chart of accounts.
I no longer use this account: Archive it. Use Remove only if you want its transactions taken out of your books.
Unlink
Unlink deletes the data that was synced from that connection. It does not keep your historical transactions. After you unlink, the transactions that came in through that connection are removed from Puzzle.
If you want to keep the history, don't unlink. Use Pause or Archive, or contact support first and tell us what you're trying to do.
Reset
Not recommended. Reset permanently removes all historical data ingested from the account, including transactions, invoices, journals, vendors and bills, then resyncs it as if it were newly connected. It can't be undone, and it isn't available while any period is locked.
Don't use Reset to fix a sync issue or to clear out duplicates. Reset brings the same transactions back. Contact support instead.
Resetting Stripe: Puzzle doesn't limit how far back it resyncs your Stripe history. There's no 2-year cap.
Remove
Remove deletes all existing data from the account and prevents it from syncing again.
Merge Accounts
Use Merge Accounts when you have a duplicate account, for example a manual account that's now connected through a live feed.
The account you open first is the one that's kept. The account you select in the merge flow is removed, and its transactions move into the kept account.
Merge your historical or manual account into your connected one so future transactions keep flowing in.
Only accounts set up on the Integrations page show up in the merge list. An account that was only added in the chart of accounts won't appear.
Step-by-step: How to merge bank accounts in Puzzle.
Not sure which action you need? Contact [email protected] before you click anything.