Mark a prime invoice as exported

Prime invoices that are marked as exported will not appear in the Sync Wizard. This functionality was primarily designed for situations where a duplicate transaction is mistakenly entered in QuickBooks Online (QBO) and cannot be deleted because it has an associated payment.

1. Go to Accounting Link and select the Accounts Receivable (AR) tab.

2. Select one of the following options in the Sage CM Prime Invoices section:

   • To mark prime invoices that have not been posted yet as posted, select View Prime Invoices - Not Posted or Failed.

   • To mark prime invoices that cannot be posted as posted, select View Prime Invoices - Cannot Be Posted Since Prime Marked As Exported.

3. Specify the From Date and To Date as needed to filter the results by date.
4. Select one or more prime invoices to be marked as posted.
5. Select Mark Selected Records As Exported.