Manage standard invoice sync for existing events

The controls for existing events help you apply, resync, disable, or disconnect standard invoice sync in a chosen date range. Review the preview before confirming because some choices can immediately create, update, or delete QuickBooks invoices.

The QuickBooks tab is the entry point for standard invoice sync management once the workspace is connected.

Enable sync for existing events

Select Enable sync for existing events to choose a date range and preview the affected events. The preview separates events that will create invoices now from events that wait for a later status change.

Booked and Completed events with the required settings can create invoices in QuickBooks immediately. Other selected events are set to sync when they later move into the qualifying status. Select Enable Sync only after reviewing the count and event list.

Resync existing invoices

Select Resync QuickBooks to preview events in a date range that already have QuickBooks sync enabled. Confirming queues a resync for those events. Use it only when the workspace settings or QuickBooks records need to be reconciled.

Disable sync or disconnect

Use the corresponding bulk controls to stop standard sync for a selected range. When disconnecting QuickBooks in standard invoice mode, the dialog asks whether to keep QuickBooks invoices or delete them from QuickBooks.

Keeping invoices preserves them in QuickBooks after the workspace connection is removed. Choosing Delete QuickBooks invoices removes the invoices included in that disconnect action from QuickBooks. Read the confirmation carefully and coordinate with the person responsible for bookkeeping before either action.