Unlink a Prime Invoice 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 invoice 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 Receivable (AR) tab on the AccountingLink Main Menu
2. Navigate to the Sage Construction Management Prime Invoices section.
3. Click the 'View Prime Invoices - Exported' link
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