Unlink a Bill, Sub Invoice or Misc Expense that has been exported to QBO

Important Things To Know

• Transactions can be Unlinked in the Exported View. This may be applicable if significant changes need to be made to the transaction and then afterwards is re-exported to QBO. This would also require the original transaction in QBO to be deleted so duplicates are prevented.

Instructions

1. Click the Accounts Payable (AP) tab on the AccountingLink Main Menu
2. Navigate to the Sage Construction Management Bills, Sub Invoices or Misc. Expenses section.
3. Click the following link depending on the type of transaction
   • View Bills - Exported
   • View Sub Invoices - Exported
   • View Misc. Expenses - Exported
4. Select the From and To Date to filter. The transaction's Issue Date will be searched.
5. Select the transactions by clicking the checkbox on the left
6. Click the 'Unlink Selected Records' button below the grid