Before You Change Your Accounting Software Integration

⚠️ What happens when you change accounting integrations?

Because Pinch customer and payment data is deeply connected to your accounting software, chaging accouting softwares affects how your customer data, payments, and automation work.

 1. Your customer (payer) records will look like they've duplicated

Your payer records in Pinch are directly linked to records in your accounting software and not stored independently.

Once you disconnect and connect a new accouting integration:

• All payer records from the initial (old) integration will be disabled

• All payer records from the new accounting integration will be imported, which will look like records have duplicated as they will share the same high-level data

• All active invoices from the old accounting integration will be removed

   

2. All pre-approvals will be cancelled

This is one of the most important impacts.

Because pre-approvals are tied to the accounting software payer records:

• All existing pre-approvals from the initial (old) payer records will no longer work

• Customers will need to re-authorise payment details with new pre-approval agreements

• You won’t be able to collect payments using the initial (old) integration agreements
  
  

What you’ll need to do next:

• Re-invite your customers to set up new pre-approvals from the new accounting system integrated records.
• Update your pre-approval email messaging to explain why

💡 Tip: You can customise your pre-approval email in Account Settings to let customers know this is due to a system change (e.g. moving accounting platforms).

3. Customer payment history will no longer be visible

Because payment history is linked to accounting records:

• Historical payment data tied to those payer records will no longer be accessible in the new accounting integrated Payer records
• You’ll still retain your Pinch account history, but customer-level data continuity is lost

✅ Before you proceed

If you’re planning to disconnect because you’re changing accounting platforms, we recommend:

• Planning how you’ll re-onboard customer's pre-approvals
• Communicating the change clearly to your customers

🤝 Need a hand?

This is one of those changes where a quick chat can save a lot of time later.

If you’re unsure about anything, reach out to our team, we’re here to help you make the transition as smooth as possible.

Final note

Pinch is designed to work closely with your accounting software to automate payments, reduce admin, and improve cash flow.

Because of that deep integration, changes like this carry a bit more weight, but with the right setup, you’ll be back up and running quickly.