Like most of our global settings, when you connect our QuickBooks integration or configure it, it does not automatically turn on your existing bookings or payments to sync with QuickBooks, whether they are in the past or future. This follows our normal habit of not touching existing bookings or payments so that changes to your configuration only affect new bookings or payments that are created from that point forward. To solve this, we built a batch update tool for QuickBooks that allows you to find large numbers of bookings or payments, turn them on, turn them off, or nudge them to sync again.
To see it in action, go to the QuickBooks area in the Settings menu. Above the list of your QuickBooks connections, you'll see the Batch Update button. Click that button, and you'll see our standard batch screen.
Bookings
Select the action you want to take (turn on, turn off, re-sync existing) and then use the date filters to target which bookings should be included. Click "Show Bookings," and the system will pull up a list of bookings that match the date range so that you can review them prior to updating them.
Too many bookings in the list? Select the ones you want to exclude or change your date filters at the top and refresh the list again. Once you're ready to go, scroll to the bottom and click the button to continue. While you wait, the system will run through and turn on/off/resync those bookings as you requested.
When you mess with your property mappings in a QuickBooks connections, we'll automatically detect any bookings that need to be updated and auto-redirect you to this batch update tool with the recommended bookings to fix.
Payments
Similar to reviewing your Bookings, you can also manually delete multiple payments, which can be especially useful if you unintentionally synced too much data. Click on the Find payments that are already syncing and turn them off (payments only) button, and choose whether you want to remove or leave your existing QuickBooks payments and the date.
When Show Payments is clicked on, the payments found are listed below. To exclude a payment, check the Exclude checkbox and click on Turn Off these payments.
Note that if a single payment is turned off, all future payments for that booking are no longer synced, and even if a payment is excluded later, any existing payment records in QuickBooks can still be excluded or removed.