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 a payment that is in ServiceLedger and you do not want it to be exported to QuickBooks, follow the instructions below:
- Find the payment in question.
- Click on Action button of the payment.
- Check the Exported to QuickBooks option.
If you should decide later that you want to export the payment, repeat the steps above except uncheck the Exported to QuickBooks option. This will mark the payment as ready to be exported to QuickBooks if the Exported to QuickBooks option is unchecked.
By checking, you are marking the payment as exported to QuickBooks so that the QuickBooks Link will bypass the payment and not send it to QuickBooks. Please note that if you uncheck this option and have previously exported the payment to QuickBooks, you will create duplicates in QuickBooks so please use extreme care in using this functionality.