Mark a prime invoice as exported

Prime invoices that are already marked as exported will not appear in the Sync Wizard. This functionality is designed for situations where a duplicate transaction was 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 View Prime Invoices - Not Posted or Failed in the Sage CM Prime Invoices section.

  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.

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Posted February 05, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.