24 Jun G7. What if I have to delete a batch of invoices?
Posted at 20:52h in
What if I have to delete a batch of invoices?
What you will want to do when these situations arise is:
- Investigate if ConnectBooster has been used to make payments to any invoices in the batch you need to delete. (You can look at the Transaction Report as a resource) If so, make note of these payments, as they will need to be manually reapplied to the recreated invoices later in Quickbooks.
- Delete your batch, make your changes, push the recreated batch back into Quickbooks.
- Run a sync to update ConnectBooster and replace the old invoices with the new in our database.
- Return to Quickbooks and reapply the payment noted in step 1 to their corresponding invoices.