By using this web site, you agree to all terms and conditions for acceptable use.

ServiceLedger KnowledgeBase Knowledgebase Home Page > ServiceLedger > Technical | Contact Us

Search the Knowledge Base Browse by Category

ServiceLedger provides this content as-is for self help support purposes. ServiceLedger assumes no liability for any steps you take based on the directions in our knowledge base, and assumes that you have the knowledge to determine whether a given step is appropriate for your situation. Certain solutions can affect third-party software that ServiceLedger relies on or integrates with; it is your responsibility to consult with the documentation or publishers of such third-party software to understand whether any changes suggested here will have negative effects on other applications.


[D]How Do I Mark an Invoice in ServiceLedger as Exported to QuickBooks? How Do I Re-Export an Invoice to QuickBooks?

Would you like to...

Print this page
Email this to a friend

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:

  1. Find the invoice in question.
  2. Click on Action button of the invoice.
  3. 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. 

 


Related Questions:

Attachments:

No attachments were found.


ServiceLedger KnowledgeBase Copyright © 2019 support.serviceledger.com
Powered by AcitveKB Knowledgebase Software