NOTE: THIS FUNCTIONALITY IS ONLY AVAILABLE IN SERVICELEDGER 2009 OR LATER. PLEASE SEE APPROPRIATE ARTICLE IF YOU ARE ON SERVICELEDGER 2008 OR EARLIER.
If you have an invoice that is in ServiceLedger and you do not want it to be exported to QuickBooks, follow the instructions below:
- Find the invoice in question.
- Click on Action button of the invoice.
- Check the Exported to QuickBooks option.
If you should decide later that you want to export the invoice, repeat the steps above except uncheck the Exported to QuickBooks option. This will mark the invoice as ready to be exported to QuickBooks if the Exported to QuickBooks option is unchecked.
By checking, you are marking the invoice as exported to QuickBooks so that the QuickBooks Link will bypass the invoice and not send it to QuickBooks. Please note that if you uncheck this option and have previously exported the invoice to QuickBooks, you will create duplicates in QuickBooks so please use extreme care in using this functionality.