G7. What if I have to delete a batch of invoices?

G7. What if I have to delete a batch of invoices?

What if I have to delete a batch of invoices?

What you will want to do when these situations arise is:

  1. 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.
  2. Delete your batch, make your changes, push the recreated batch back into Quickbooks.
  3. Run a sync to update ConnectBooster and replace the old invoices with the new in our database.
  4. Return to Quickbooks and reapply the payment noted in step 1 to their corresponding invoices.