Contact Support
FAQ
In this article, we'll review how you can edit or delete a transaction linked from Actionstep to Quickbooks Online.
Overview
Once the link between Actionstep and Quickbooks Online is established any invoice or payment created in Actionstep will be pushed to Quickbooks Online. Actionstep and Quickbooks Online maintain a link for this transaction. When these transactions are linked Actionstep will prevent users from making changes to these them. Therefore, in order to make changes to these transactions in Actionstep users will need to unlink them from Quickbooks Online.
Unlinking Invoices and Payments
Go to Admin>Integrations>Manage(Quickbooks Online)>Select the type of transaction that you would like to unlink.
Select the box that corresponds with the entry you would like to unlink and then select "Unlink from Quickbooks Online". This will unlink that item from Quickbooks Online.
Unlinked transactions still exist in both Actionstep and Quickbooks Online. This means that you will likely need to go into Quickbooks Online to edit or delete the transaction there.
Best Practice Scenarios
Need to edit/delete a payment
Step 1: Delete the payment in Quickbooks
Step 2: Unlink the Payment
Step 3: Delete or Edit (and resave) the Payment in Actionstep
Payments which are edited and reposted will be recreated in Quickbooks Online assuming that the invoice that is being paid is still linked.
Need to edit/delete an invoice
Step 1: Delete the invoice and any associated payments in Quickbooks
Step 2: Unlink the Invoice and any associated payments in Actionstep
Step 3: Delete any associated payment in Actionstep
Step 4: Revert the Invoice in Actionstep to Draft
Step 5: Delete or Edit and Repost the Invoice in Actionstep
Step 6: If applicable, create a new invoice payment in Actionstep.