Mark a prime invoice as exported
You can set a prime invoice to Marked As Exported, so that it cannot be exported to QuickBooks.
- In the Advanced Utilities section, select Manage Prime Invoice.
- Select Not Exported Prime Invoices from the Exported Status dropdown.
Only prime invoices that have not been exported appear in the list.
- Optionally, update the From Date and To Date as needed to filter the transactions by date.
The transaction's issue date is used for the filter.
- Select one or more transactions from the list as needed.
- Select Mark Selected Prime Invoices As Exported.